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

    New investors are focused on environment, social, and governance. Firms offering ESG investing could be the deciding factor for them.

    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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