Listen as Sheila Cuffari-Agasi, Chief Revenue Officer at United Planners Financial Services, as she discusses how being an employee-owned firm empowers advisors to prioritize client relationships without external pressures.
Listen as Jamie Hopkins, Chief Wealth Officer and CEO of Bryn Mawr Trust Company, addresses the complexities of estate planning and highlights how his firm’s ‘Wealth as a Service’ solution assists advisors in navigating these challenges effectively.
Listen as Kevin Darlington, General Manager at Broadridge, discusses how innovations are breaking barriers and empowering advisors to reach a broader audience.
Listen as Alexander Matos Associate Director, Laserfiche, talks about his firm’s focus on client engagement and integrating solutions to reduce barriers and breaking down silos across their clients’ organizations.
Listen as Binoy Talati Head of Enterprise Sales, at iCapital discusses the growing trend of wealth managers shifting towards alternative investment products.
