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#2 G1 vs G2 Advisors Selling Strategies and Technology

With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?


Your hosts Trent Berry and Sarah Johnson from SS&C Advent are joined by an incredible guest Matt McGowan, Director of Channel Alliances, Riskalyze to discuss the transition from G1 to G2 advisors and how technology will play a huge role in their sales strategy. In this episode, they discuss transition, selling strategies, adopting new technologies, and how the new client demographic affects all.

With so many “self-serve” platforms and quick Google searches, anyone can manage their own portfolio, right? Listen now to hear what Matt McGowan thinks on what actions G2 Advisors need to take to not only sell their services but maintain clients in this tech-savvy millennial world of trading.

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Speakers

Matt McGowan

Director of Channel Alliances | Riskalyze



Sarah Johnson

Host | SS&C Advent


Sarah is part of SS&C Advent’s advisory marketing team, with her primary focus being the Black Diamond® Wealth Platform. Along with writing and managing sales enablement content, she also develops client communications, coordinates webinars, and portrays the value of integration through her work with complementary partner solutions. Sarah began her marketing career in financial services in 2009, holding roles at Atlantic Coast Bank and TIAA Bank before transitioning to financial technology in 2018 when she started with SS&C Advent. She holds a BBA in management with a minor in communications from the University of North Florida.


Trent Berry

Host | SS&C Advent