We’ve compiled industry podcasts and videos here for your enjoyment.
The Monthly Rotation
The Monthly Rotation keeps you informed with the best in up-to-date and thought-provoking multimedia for wealth management professionals. In this section, WSR curates high-quality podcasts, vlogs and other presentations for your convenience. We feature top industry veterans and leaders ranging across the space, from financial advisors to wealthtech providers and everything in between.
The Big Reveal with Suzanne Siracuse
Oleg Tishkevich: His Visionary Take on the Future of Wealthtech
Suzanne Siracuse interviews the CEO of Invent in episode one of season three of her podcast – The Big Reveal. In this episode, entitled “Oleg Tishkevich: His Visionary Take on the Future of Wealthtech,” Tishkevich discusses his vision for solving our industry’s technology integration problem, why data is the “heartbeat” of your business, what most firms get wrong when it comes to advisor tech adoption and how a scene from a 2002 movie may hold the secret to the future of wealthtech.
He also shares the advice that Jud Bergman, the co-founder of Envestnet, gave to him that he uses every day in business and how his experience in coming to America at age 18 shaped who he is as a business leader today.
Cybersecurity Soundbites, Episode 2: 3 Steps To Cyber-Securing Employees At Home
How do you cover cybersecurity risks for employees working from home full- or part-time? In our second installment of the Cybersecurity Soundbites series, Sid Yenamandra, founder and CEO of Entreda, an autonomous subsidiary of Smarsh, confirms to our Jaseena Ali that in the wealth management space, “we’re seeing hybrid work become the new reality.” Yenamandra sets out three cybersecurity steps for employees working from home to mitigate regulatory risk and avoid accidental liability for someone else’s mistakes.
Watch the second episode of Cybersecurity Soundbites with Sid Yenamandra below: https://youtu.be/2XiDtdyWhzw
Cybersecurity Soundbites, Episode 1
This episode of Cybersecurity Soundbites features an interesting, timely and useful conversation with Sid Yenamandra, founder and CEO of Entreda, an autonomous subsidiary of Smarsh. Based on the ongoing volatility in the Crypto Market, Sid and Jaseena discuss some of the top issues and best practices people should be thinking about at the intersection of Crypto and Cybersecurity. From Bitcoin and digital wallet breach risks, to how the FBI essentially hacked the hackers to find the culprits of the Colonial Pipeline case of 2021 – Sid weighs in on how that whole situation and similar instances like it – could’ve been avoided if proper cybersecurity strategies were in place from the start.
Watch the first episode of Cybersecurity Soundbites with Sid Yenamandra below: https://youtu.be/czbzhHlWDfI
Bridge to Change Podcast, Episode 1: The Role of Protocol and Non-protocol Firms with Guest, Scott Matasar
In this first episode of a three-part series, Jeff speaks with Scott specifically about the role of protocol and the impact of transitioning from a protocol or non-protocol firm.
Listen to the first episode of Bridge to Change with Jeff Nash here: https://www.buzzsprout.com/1859226/10517559-expert-series-with-guest-scott-matasar-episode-1-the-role-of-protocol-and-non-protocol-firms
Bridge to Change Podcast, Episode 2: Non-Solicit Agreements with Guest, Scott Matasar
In this second episode of a three-part series, Jeff speaks with Scott on the challenges that advisors might face when they have signed a non-solicit agreement and how best to handle them when transitioning to another firm.
Listen to the second episode of Bridge to Change with Jeff Nash here: https://www.buzzsprout.com/1859226/10517578-expert-series-with-guest-scott-matasar-episode-2-non-solicit-agreements
Bridge to Change Podcast, Episode 3: Avoiding Legal Problems with Guest, Scott Matasar
In this final episode, Jeff speaks with Scott about ways to avoid legal problems for financial advisors with heightened regulatory scrutiny and our litigious society. Does your firm have your back when transitioning firms?
Listen to the third episode of Bridge to Change with Jeff Nash here: https://www.buzzsprout.com/1859226/10517627-expert-series-with-guest-scott-matasar-episode-3-how-to-avoid-legal-problems
Bridge to Change Podcast, Episode 4: Start or Join an RIA with Guest, Matt Sonnen
In this episode, Jeff speaks with Matt about how he helps advisors establish their own RIAs and shares his expertise on the process of forming new RIA businesses.
Listen to the fourth episode of Bridge to Change with Jeff Nash here: https://www.buzzsprout.com/1859226/11008350-bridge-to-change-expert-series-with-guest-matt-sonnen
White Glove Podcast
Welcome to the FAST Podcast — Financial Advisor Strategy Talks with Lara Galloway, SVP of Financial Education at White Glove. Lara provides advisors with an opportunity to hear from some of the best minds in the business. Follow along to learn quick tips to help you grow your business — from gaining new leads to keeping current clients engaged and everything in between.
On the inaugural episode of Fast Podcast, host Lara Galloway highlights her years of experience as a trainer, educator, and coach while detailing her role as SVP of Financial Education at White Glove. Lara shares the firm’s mission of educating and helping advisors evolve and grow in the ever-changing world of financial services.
This episode of the FAST Podcast features the CEO of Wealth Solutions Report, Managing Partner of RLR Strategic Partners, and CEO of White Glove — Larry Roth. Larry shares thoughtful insight regarding the financial service industry’s changing landscape and how advisors can expect to harness and deepen client relations through new digital means.
Being busy is worn by many like a badge of honor, but does it actually produce the results we set out for, or is there a better way? In this episode, Lara brings on guest Allyson Lewis, CEO, and founder of The 7 Minute Life. As a time strategy expert with 30 years of experience in the financial service industry, including 24 years with Morgan Stanley, Allyson works with individuals, teams, companies, and entrepreneurs — sharing groundbreaking strategies that revolutionize corporate cultures nationwide.