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

Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane
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Justinl mackJustin mackSamuel deaneHofstra universityFinancial planning podcastAtlanta based deane wealth managementPlanning rising starDeane wealth managementFinancial planningLong island

3 financial advisor industry trends | Financial Planning

The influence of new technology in financial advising can feel amorphous, but experts say clear shifts are happening in the industry.

United statesNew yorkSamuel deaneWilbur swanFidelity investmentsDeane wealth managementSolo fidfolioMain streetPractice and client managementWealth management

Niche clients at financial planning firms | Financial Planning

In a crowded market, aiming to serve clients in a specialized area can help advisors differentiate themselves from the pack.

Samuel deaneTobias salingerAnand sekharFidelity investmentsDeane wealth managementFinancial planningPractice and client managementClient acquisitionStrategic plans

The power and passion that comes with building a niche advisory practice: INVEST 2023

This year's conference features sessions centered around improving the client experience, future proofing your business and understanding the regulatory environment.

New yorkUnited statesJoanne lesterSamuel deaneDonna albericoJason wenkCapital oneFor samuel deaneWealth managementDeane wealth managementHilton midtownFinancial planningAsset managementPractice and client managementIndustry news

Crypto is the battlefield among financial advisors

For advisors, cryptocurrency is increasingly too impactful to ignore as their clients and not only millennials are interested in the offerings.

United statesSamuel deaneBen cruikshankRic edelmanBitcoin etfsChristopher kingMatt apkarianEaglebrook kingCatherine valegaDigital assets councilEdelman financial servicesCerulli associatesGrayscale bitcoin trustGreen bee advisoryChartered alternative investment analystAssets council

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