Drive 2019

Training Tuesdays

October 02, 2019 | Runtime: 3:04

Michael DeCarlos from Hamilton Capital throws down on how internal training can help with outward brand messaging across the entire staff of a firm.

Product, Price, Experience: How do you stand apart?

September 30, 2019 | Runtime: 1:51

TD's Greg Menefee argues that client experience is only true way an RIA can set themselves apart. Here's why, and how to do so.

Email, call, or finally, text me

September 30, 2019 | Runtime: 1:25

MyRepChat's founder, Derrick Girard, explains his new app that finally allows clients to text with their adviser in a totally compliant system.

M&A - Consider the Market

September 30, 2019 | Runtime: 2:14

Charles Torres from Perkins Coie says most advisers think about their business on a daily basis, but they need to also consider the macro level when it comes to selling.

A Bruckenstein cybersecurity update

September 30, 2019 | Runtime: 1:17

Joel Bruckenstein from T3 with a cybersecurity update for advisers. What's important now, and best practices.

Client Onboarding: so much more than a crummy old paper system

September 30, 2019 | Runtime: 1:06

Mr. Bruckenstein of T3 discusses best practices for how to think about your client onboarding process, and names a tech firm who is nailing the digital onboarding experience.

Should you sell your firm now, or sell later?

September 30, 2019 | Runtime: 1:23

Mercer Advisors' Al Zdenek breaks down who should consider selling their firm now, and who should keep building it and sell later.

 
Videos 1-7 of 7
 

Recent Events

Fidelity Inside Track 2019

Tuesday, Dec 10, 2019

Top Advisory Firm Summit 2019

Friday, Dec 6, 2019

Roving Reporter: 2019

Wednesday, Nov 13, 2019
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