Last Updated on September 21, 2023 by Connor Prendergast
In honor of International Podcast Day, we’ve curated a selection of 10 standout episodes from The Augment Advisor Podcast. Within each, we’ve captured a noteworthy quote that resonated with us. Join hosts John Prendergast and Mike Langford in their insightful conversations with a diverse range of experts, each offering distinct perspectives. Enjoy!
Jason O’Shaughnessy, Head of International Business at Envestnet | Yodlee, breaks down account aggregation:
Laura Gregg, Director of Practice Management and Advisor Research at FlexShares Exchange Traded Funds and Co-Host of The Flexible Advisor podcast joined the podcast for a second time to share insights from FlexShare’s report “The Race to Scalability 2022 – Current Insights from 12 years of Advisor Research on Investment Management Trends“,:
Scott Wetzel, CEO of SkyView Partners and SKYVIEW 1, and Jason Henrichs, CEO of Alloy Labs Alliance and host of Breaking Banks Podcast shared how RIAs and independent financial advisors are gaining access to banking solutions for their clients that were previously only available via wirehouse advisors:
Carl Richards, creator of The Behavior Gap, shared shares some of his deep thinking about real financial planning, wealth management and working with human beings and their money to help them accomplish what’s important to them:
Tammy Robbins, EVP and Chief Business Development Officer at Cambridge Investment Research, reflected how the landscape has changed for independent broker-dealers and the financial advisors they serve:
James Lee, the new President of the Financial Planning Association (FPA), talked about his advocacy for of financial planning and specifically mounting a legal defense of the term “financial planner”: