In this insightful session, Gavin Spitzner moderates a virtual panel discussion on the shift from investment-centric value props to advice- and planning-centric models and how AdviceTech helps power those propositions and client experiences.
Industry leader and INVENT Elite consultant, Suzanne Siracuse shares the story of her career, taking risks, getting creative and finding joy in giving back on In The Suite podcast with Tina Powell
In this episode of The Big Reveal Podcast, Neesha discusses recent acquisitions, building the platform of the future, predicts future industry trends and gives advice for other professionals balancing work and motherhood.
Diversity is one of the most important issues in our industry and one that does not get enough attention. This changed at the T3 Advisor 2020 Conference this year where they not only changed the conference policy to include a code of conduct, but there were two all female panels.
Women play a critical role in the success of the financial services industry, and several leading firms are working on best practices for bolstering diversity and inclusion initiatives. This Masterclass discussion takes a closer look at how to support the growth and advancement of women, as well as how to best serve female clients.
We all know how important it is to have a diverse portfolio. But you can actively build a more diverse practice by understanding the role women can play in your workforce — and your client base.
