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Podcast

#5 Women in Fintech

In the Fintech industry, it's estimated women represent only 30% of the workforce.

Guest Speakers:
Jennifer Kirksey | Managing Director, WealthOps , Tolleson
Melissa Gilbertson | Assistant Vice President, IT and Trading Ops Manager, Mairs & Power


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#6: Commission-Free Annuities - A Game Changer

Gone are the days of investing in complex, expensive annuities with hefty commissions.

Guest Speaker:
David Lau | Founder & CEO, DPL Financial Partners


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#7: Is Diversity and Inclusion Key to Attracting Talent and New Business?

It's estimated 40% of financial advisors will retire within the next 10 years. Since the new generation of advisors have the upper hand, how do firms make themselves marketable? Many are saying diversity and inclusion are key.

Guest Speaker:
Stephanie Wemusa | Director of Equity Diversity and Inclusivity, Mindbody


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#8: The Expanding Wealth Tech Universe: No longer a tiny sliver in the technology universe

On this episode, Trent, Michelle, and Michael discuss the expanding wealth tech universe and explore the concept of a universal wealth management platform and why most firms should be considering one for their core tech stack.

Guest Speaker:
Michael Kitces | Chief Financial Planning Nerd, Kitces.com


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