A New Wealth Management Dimension

Podcasts

Enhancing Flex And Balance In Liquidity Profile And Risk In All Market Conditions By Utilizing Customized Tail Liquidity In Overlay Strategies

Special Guest - ​​​​​​​​​​​Devin Anderson - CEO & Co-Founder of Convexitas

Embedding An AI Powered 360 Degree Operating System For Alternative Investments Into Your Practice

Special Guest - ​​​​​​​​​​Andrea Carnelli - CEO & Co-Founder of Tamarmix Technologies 

Reengineering Your Technology Wealth Stack To Scale Up Your Practice

Special Guest - ​​​​​​​​​Verity Larson - ​CEO and Co-Founder of Versoft Consulting 

Fusing ESOP Design into M&A Transactions 

Special Guest - ​​​​​​​​​Andrew Nikolai, CFA - Managing Director of CSG Partners 

Streamlining RIA Compliance while achieving Audit Readiness 

Special Guest - ​​​​​​​​Patrick Hunt - ​CEO of Smartria 

Embedding Your AI Central Communication Hub Into Your Wealth Advisory Practice

Special Guest - ​​​​​​​Mark Gilbert - CEO and Co-Founder of Zocks

How To Buy, Sell, Merge and Grow Your Wealth Advisory Firm, On Your terms

Special Guest - ​​​​​​James Tennies - ​​​​​President of InCap Group, Inc.

Partnering With CPA Firms To Expand Your Practice

Special Guest - ​​​​​​Robert Merl - BRN National Practice Director - BDO USA, LLP