Gadget Girl

Gadget Girl: The Case of Rocky Retirement

January 04, 2018 | Runtime: 5:10

Gadget Girl goes vertical, investigating annuities to discover if they can become an important foot hold on the climb to retirement success. Nag-Bushan Odekar, an expert from Great-West Financial, has just the intel she needs.

What is The W Source™?

December 11, 2017 | Runtime: 3:35

Learn how The W Source™ promotes intentional networking and helps connect female advisers to other female CPAs, Attorneys, and Risk Management Specialists in their region.

Gadget Girl: The case of demystifying workflows

November 20, 2017 | Runtime: 2:54

For today's case, Gadget Girl infiltrates Redtail U to find out how they have flipped the script on process and workflows by creating a great training program for advisers and their support staff.

Orion's Clarke: Why integration is paramount for RIAs right now

November 17, 2017 | Runtime: 3:26

Orion has tapped into a huge demand for customizable, integrated solutions that let advisers spend more time building their business. Hear from Eric Clarke and two of Orion's integrated partners to get their thoughts.

How Tamarac’s new platform will help advisers better engage with clients

November 17, 2017 | Runtime: 3:55

Tamarac recently announced the launch of the Tamarac platform for Registered Investment Advisors. What can advisers expect from the completely redesigned platform?

How to differentiate from the competition

November 16, 2017 | Runtime: 4:33

How does Black Diamond's technology play a role in allowing an advisor firm to differentiate itself from the competition? Bob Conchiglia joins us for a discussion.

Gadget Girl: The case of building CRMs with style

November 10, 2017 | Runtime: 2:25

Just like a DeLorean can't run on bad plutonium, a CRM can't run on bad data. For today's case, Gadget Girl investigates how Redtail is creating a CRM with some style.

Gadget Girl: The case of CRM time machines

November 01, 2017 | Runtime: 1:46

What do a DeLorean and a CRM platform have in common? Surprisingly, a lot. For today's case, Gadget Girl consults the experts at Redtail on the importance of having a great CRM.

Gadget Girl: The case of betting on the right technology

July 07, 2017 | Runtime: 4:12

For today's case, Gadget Girl is betting it all on Junxure to find out how advisers can get the most from new technology and how better adoption can improve client service.

Gadget Girl: The case of democratizing retirement

May 30, 2017 | Runtime: 4:33

Shockingly, a majority of Americans don't have a retirement plan. For today's case, Gadget Girl is hitting the streets of Manhattan to find out what Vestwell is doing to democratize retirement.

 
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