Podcast
Podcast
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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.
Podcast
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Hosted By: Sarah Johnson and Trent Berry