Podcast

  • bussiness
    #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.

    Podcast
    Hosted By: Sarah Johnson and Trent Berry

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  • bussiness
    #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.

    Podcast
    Hosted By: Sarah Johnson and Trent Berry

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  • bussiness
    #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?

    Podcast
    Hosted By: Sarah Johnson and Trent Berry

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  • bussiness
    #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.

    Podcast
    Hosted By: Sarah Johnson and Trent Berry

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