Financial Planning

The impact of financial planning, with Jennifer and Lisa Dazols of Modern Family Finance

The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia

Unlocking the power of model portfolios, with Kwanti CEO Christophe Gauthron

Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane

Solving the organic growth mystery, with John Wernz of Great Hill Partners

Upgrading the advisor experience, with Amit Dogra of tru Independence

Changing chapters and rebranding growth, with Nitrogen CEO Aaron Klein

The evolution of financial planning technology, with Doug Fritz of F2 Strategy

Bringing the outsourced chief investment officer inside, with Chris Shuba of Helios