Feb 22, 2021
In this episode, we sit down with Jud Mackrill, ex-CMO of Carson & Orion and CEO of MileMarker. We dive into all things data, integrations, and tech stacks with Jud - he gives advisors the blueprint for how they can better leverage and connect their data across their firms. He's one of the most knowledgeable folks...
Feb 15, 2021
In this episode, we sit down with Tony Stich, Mr. Purple himself and COO of Advicent. This conversation is one of our best – Tony is an absolute wealth of knowledge when it comes to the advisor and investor market. We get into some of the biggest hurdles he sees advisors facing in the current and future state of...
Feb 8, 2021
In this episode, we sit down with Rodney Sullivan, the Executive Director for Asset Management at the University of Virginia of Darden School of Business. We originally found Rodney through is piece on RIA Intel talking about diversification and the evolution of diversification – and we had to bring him on the show....
Feb 1, 2021
As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we’re officially moving to a weekly schedule. We’ll still have external guests on a bi-weekly basis, but we’re going to start supplementing those episodes with our Inside the Strategy live sessions....