Thought Leadership & Industry Advocacy
Here you will find the latest, greatest and most compelling thought leadership and industry advocacy content, developed by the veteran, experienced industry luminaries of the INVENT Elite consulting team.
INVENT Elite
Consultants and Contributors
Part 5 – Is Remote Working Here to Stay?
INVENT Elite thought leaders discuss what the workplace of the future might look like, the financial implications for firms and advisors and the changing dynamics of client-advisor matching.
Part 4 – Key Factors for Adoption Success
Gavin, Joel and Suzanne discuss how the widespread adoption of technology is dictating the long term success of advisory firms in completely unprecedented ways.
Part 3 – The Escalation of Tech Adoption in the Wealth Management Industry
Joel Brukenstein offers his thoughts on factors, such as the pandemic, influencing the increasing rate of tech adoption in financial services and how this is challenging the status quo.
Part 2 – INVENT: Combining Innovative Technology with Business Strategy
Oleg Tishkevich elaborates on the origins and rationale of INVENT Elite as way of combining vision, strategy and technology expertise into one entity.
Part 1 – Introduction to Top Trends in WealthTech Webcast Series
Suzanne Siracuse introduces the panel of industry leaders and INVENT Elite consultants who discuss the Top Trends in WealthTech in this 11 part series.
Leveraging Tech Tools to Grow and Scale Your Practice
Many financial advisory firms hit a wall when poised to grow beyond a certain size. They often struggle in a few key areas: driving new business through marketing and scaling their practices effectively.