Podcast
Podcast
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#7: Is Diversity and Inclusion Key to Attracting Talent and New Business?
It's estimated 40% of financial advisors will retire within the next 10 years. Since the new generation of advisors have the upper hand, how do firms make themselves marketable? Many are saying diversity and inclusion are key.
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Hosted By: Sarah Johnson and Trent Berry
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#6: Commission-Free Annuities - A Game Changer
Gone are the days of investing in complex, expensive annuities with hefty commissions.
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Hosted By: Sarah Johnson and Trent Berry
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#5 Women in Fintech
In the Fintech industry, it's estimated women represent only 30% of the workforce.
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Hosted By: Sarah Johnson and Trent Berry
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#4 Marketing to New Investors & Retaining the Old
Marketing to new investors and retaining the old doesn't take two different marketing approaches. Let's chat on adapting to digital.
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Hosted By: Sarah Johnson and Trent Berry
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#3 U.S. Wealth Advisors ESG Investing: New Investors are Walking the Walk
The new generation of investors aren’t so focused on what’s most profitable to their pockets, they’re focused on what's profitable for their environment, social and governance.
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Hosted By: Sarah Johnson and Trent Berry
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#2 G1 vs G2 Advisors Selling Strategies and Technology
With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?
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Hosted By: Sarah Johnson and Trent Berry
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#1 Tech It Up: Introduction
Welcome to our SS&C Advent Podcast, covering a wide range of financial technology trends and topics. Let's get started.
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Hosted By: Sarah Johnson and Trent Berry