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!
#10
Ep 18: New Account Aggregation Approaches Are Creating Fantastic Opportunities For Financial Advisors
Jason O’Shaughnessy, Head of International Business at Envestnet | Yodlee, breaks down account aggregation:
#9
Ep 30: How Financial Advisors Can Leverage Technology To Remove Complexity From Their Client’s Lives
Ryan George, CMO of Docupace shared his insight on several ways that financial advisors can leverage technologies, including emerging AI tools:
#8
Ep 20 – How RIAs Can Use Technology To Leverage Their Strengths And Mitigate Their Weaknesses
Aaron Klein, Co-Founder & CEO at Nitrogen, joined for a conversation about the inflection points that lead to the innovations advisors rely on today:
#7
Ep 25 – How Financial Advisors Are Leveraging Outsourcing And What The SEC Has To Say About It
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“,:
#6
Ep 28 – SVB Hot Takes and Why Banking as a Service is the Next Frontier for Financial Advisors
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:
#5
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:
#4
Ep 27 – How Broker-Dealers Can Create The Best Wealth Management Experience For Financial Advisors
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:
#3
Samir Vasavada, CEO of Vise and Runik Mehrotra, President and Chief Investment Officer of Vise, shared their perspective on working with younger investors:
#2
Ep 29 – Defending “Financial Planner”s and Building the 4th Great Profession
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”:
#1
Ep 31: Engaging Clients By Building An Innovative Experience Using Purposeful Design
H. Adam Holt, CEO & Founder at Asset-Map Holdings whose quest to design a client experience that led to the most meaningful impact for the wealth management industry to date:
