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Snappy Kraken CEO Robert Sofia on the science of smart advisor marketing

The leader of the industry marketing firm talks about what sets top performers apart and how to avoid undermining a client relationship.

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Nick Thacker of Skience wants to build cool tech and prepare advisors

The fintech leaders said standing out in wealth management is all about finding your firm's "secret sauce."

United statesHuntington beachNick thackerJustinl mackWall streetFinancial planningFuture proof festivalWealthtech reporter justinFuture proofProof fintechx demoDemo dropFuture proof 2022Wealth managementPractice and client management

Halbert Hargrove s Kelli Kiemle wants wealth management to embrace a people-first approach

The West Coast native and industry veteran talks keeping firm culture strong in a remote world.

Long beachUnited statesHuntington beachHalbert hargroveJustinl mackWall streetFinancial planningFuture proof festivalWealthtech reporter justinFuture proofWest coastWealth managementPractice and client managementFuture proof 2022

F2 Strategy Co-Founder Liz Fritz on the human element in wealthtech decisions

The wealthtech consulting firm's chief commercial officer argues that if you don't know what makes you special as an advisor, your tech won't help you grow.

United statesLiz fritzJustinl mackWall streetFinancial planningFuture proof festivalWealthtech reporter justinFuture proofFuture proof 2022Wealth managementPractice and client management

Rob Sandrew of Integrated Partners on hitting the industry s constantly moving targets

As Integrated continues its rapid growth, the veteran recruiter says value alignment is much more than a throwaway industry phrase.

United statesHuntington beachRob sandrewJustinl mackWall streetFinancial planningFuture proof festivalWealthtech reporter justinLaurel wealth advisorsFuture proofFuture proof 2022Wealth managementPractice and client management

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