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#13: Insights on Providing Holistic Financial Advice in Wealth Management

During this podcast episode, Ted Denbow, Vice President & Head of sales at RightCapital, Ross McGoodwin, Regional VP of Member Success from DPL Financial Partners, and Kyle Fleming, Senior Manager of Product Development at SS&C Black Diamond discuss insights into their company’s integrated collaboration with Black Diamond, as well as their expert advice on how having the right technology in place for scaling financial planning and insurance and annuities helps advisors create a holistic wealth management experience for their clients.


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Kyle Fleming

Guest Speaker | Sr. Manager, Product Development, SS&C Advent

Kyle Fleming is a Senior Manager of Product Development for SS&C Advent, focused on connecting Advisors and their Clients while driving Advisor efficiency through technology. He achieves this primarily through his work on the SS&C Black Diamond® Wealth Platform. Kyle has worked in the financial technology space for over a decade and specializes in product strategy, early-stage product development, and cross-platform initiatives. Kyle is a CFA® charterholder, a member of the CFA Institute and CFA Society of Jacksonville, FL.

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Ted Denbow

Guest Speaker | VP & Head of Sales, RightCapital

Ted has more than 25 years of experience in the financial services industry, focusing on information technology, eMarketing, technology enablement, and sales. Prior to joining RightCapital, Ted was National Director of Sales Technology at Prudential Financial. During his time at Prudential, he helped develop and implement numerous award-winning platforms supporting the sales efforts internally and externally with financial advisors. Ted collaborated with sales professionals to communicate the value of leveraging technology to gain an edge in the marketplace.

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Ross McGoodwin

Guest Speaker | Regional VP of Member Success, DPL Financial Partners

Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RIAs, helping them find solutions that deliver greater value to their clients. Before joining DPL Financial Partners, Ross distributed insurance products for 3 years in the RIA channel. He holds his Series 6 and 63, along with his Kentucky Life Insurance License.

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Jasmin Conner

Host | Sales Engineer, Black Diamond, SS&C Advent

Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.

Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.

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Trent Berry

Host | SS&C Advent

Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen,

Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.