Videos

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Why not keep up with investment strategies, market conditions and retirement income sciences in one place! Check out our videos on these agendas below.

FEATURED VIDEOS

Riskalyze shakes up risk profiling, eyes UK market

I sat down with Aaron Klein, CEO of Riskalyze at the T3 Conference in Califonia last week to talk about how his firm is taking client risk profiling to a whole new level.   https://finalytiq.wistia.com/medias/ooa83i81sf?embedType=iframe&videoFoam=true&videoWidth=800  ...

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RIP Robo Advisers, Long Live Robo for Advisers

I'm in Carlifornia this week, attending the T3 Advisor Conference. The event features an impressive array of technology solutions available to US advisers. From portfolio management, account aggregation, financial planning, to CRM, client reporting, client acqusition...

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Monthly Retainer Financial Planning Isn’t Viable. Or Is It?

This is another one of my interviews at T3 Conference in California last week. Alan Moore is the co-founder of XY Planning Network, a network for financial planners working on monthly retainer with Gen X and Gen Y clients. I guess no one told him when he set up the...

Riskalyze shakes up risk profiling, eyes UK market

I sat down with Aaron Klein, CEO of Riskalyze at the T3 Conference in Califonia last week to talk about how his firm is taking client risk profiling to a whole new level.   https://finalytiq.wistia.com/medias/ooa83i81sf?embedType=iframe&videoFoam=true&videoWidth=800  ...

RIP Robo Advisers, Long Live Robo for Advisers

I'm in Carlifornia this week, attending the T3 Advisor Conference. The event features an impressive array of technology solutions available to US advisers. From portfolio management, account aggregation, financial planning, to CRM, client reporting, client acqusition...

Colin Lawson: How a 3½ adviser firm turns over £5m

https://finalytiq.wistia.com/medias/s3t03hjne4?embedType=iframe&videoWidth=800 No one will contest how incredibly difficult it is to scale a financial advice business. The conventional wisdom is that you need an army of advisers to achieve this; after all advisers are...

Advice Triggers: Why the wealthy seek out a financial adviser

https://finalytiq.wistia.com/medias/95pj6vj7wp?embedType=iframe&videoWidth=800 Have you ever wondered what triggers HNW clients to seek out a financial adviser? What events in their lives prompt them to seek out financial advice? In this video - the second of a 3 part...

Seb Dovey: How the wealthy choose a financial planner

https://finalytiq.wistia.com/medias/wlehjfj7wi?embedType=iframe&videoWidth=800 What Seb Dovey doesn't know about wealthy individuals is probably not worth knowing. He's dedicated his entire career to studying the behavioural patterns of High Net Worth (HNW) and Ultra...

Christmas Special

https://finalytiq.wistia.com/medias/j2fl0cqpuh?embedType=iframe&videoWidth=800 Thank you all for being amazing in 2014! Wishing you and yours a very Merry Christmas and a wonderful New Year!