Episodes
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We are changing things up and having some summer fun in today's episode as co-hosts Johnny Sandquist and Torie Happe welcome their kids to the podcast. They're giving perspective on what money means to them, how they save for special things, and what they think their parents actually do for work.
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In our final episode recorded live at the 2022 T3 Advisor Conference, we welcome Kartik Srinivasan, Director - Head of 3rd Party Integration, Digital Advisor Solutions, at Charles Schwab. Kartik discusses trends like the personalization of investments, how Schwab is elevating advisor tech experiences with API solutions, and why he's so excited about advancements in client onboarding.
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Canada invades the United States in this episode of TacoTech. Randy Cass, CEO of Nest Wealth, chats with Johnny and Torie about the white-label digital wealth platform that Nest Wealth provides to help modernize client experiences for banks and financial institutions, how fintech can help advisors provide more financial advice to more people, and why Nest Wealth wants to be a "multiplier" instead of the desktop of the advisor tech experience.
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Robb Baldwin, CEO of TradePMR, joins Johnny and Torie in this live episode from the 2022 T3 Advisor Conference. Robb offers his thoughts on how improvements to digital onboarding are shaping the advisory industry, the importance of combining great customer service with great technology, and how TradePMR provides a well-rounded and focused client experience for their advisors.
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Johnny and Torie welcome Christophe Gauthron, the CEO of Kwanti, into the TacoTech hot seat. Christophe talks his views on the latest T3 Advisor Technology Survey, the importance of ESG investing and direct indexing for today's advisors, and how Kwanti approaches customer service to keep its advisory clients happy for years.
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In another new episode recorded live in the hallways of the 2022 T3 Advisor Conference, we chat with Brian Shenson, Principal of Springboard Advisory Group. Brian chats with Johnny and Torie about the new fintech trends he's excited to follow, how he's seen the wealth management industry change over the last few years, and the importance of service delivery for new fintech providers.
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On todays episode we catch up with John Mackowiak Chief Business Development Officer at Advyzon on the trends he noticed on the T3 survey results, the M&A activity and how Advyzon builds to fit their advisors needs. He also drops his love for a very special taco shop thats near and dear to him
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On this latest episode, we chat with Carissa Turnell Sr. Manager of OCTO at F2 Strategy about the important changes our space has made over the last two years, how OCTO helps advisor succeed and of course her love of fresh fish tacos...just not in St. Louis.
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On todays drop, we chat with Ben Webster from OWL ESG. We get into why ESG data is important, how ESG is trending in the finance space and how advisor can start integrating ESG into their portfolio building. Ben also drops his true love tacos and where he gets them.
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Chris Chief Growth Officer of Holistiplan chats with us about Holistiplan's 10k user launch, the T3 survey results, and the most Texan taco ever.
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We chat it up with Marwa Zakharia on what she was excited to see at T3, we pull the curtain back on AssetBooks incredible growth, and why they are being intentional in hiring women in the industry.
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John O'Connell CEO of Oasis Group catches us up on all the new growth and updates him and his team have been working on. We touch on the great wealth transfer happening, his new book Rise of the Activist Investor, and his hot take on best tacos in America.
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Today's guest is Rich Cancro, the founder and CEO of AdvisorEngine, a wealth management platform for financial advisors.
TacoTech co-hosts Torie Happe and Johnny Sandquist chat with Rich about the update of Junxure CRM to AdvisorEngine CRM and how user feedback helped build the next generation of the software.
We also look ahead to AdvisorEngine's annual Drive conference, happening May 2022 in Austin, and get the 411 on his favorite tacos.
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On this latest episode with Dasarte Yarnway founder of Berknell financial and Onyx Advisor Network we discuss the reason him and his co-founder Emlen Miles-Mattingly started Onyx Advisor Network, how he tells advisor stories through the human advisor podcast by Altruist, and what is the wheel of feelings.
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Today Johnny and Torie chat with Andres Mazabel Head of Advisor Sales at Trust and Will about the importance of estate planning, the idea that the death talk shouldn't be scary and how to bridge the gap from compliance to offering estate planning to clients.
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On this episode of TacoTech, Johnny and Torie deep dive with Wealth Access CEO David Benskin on the importance of data integrations for advisors. We cover the hot topic of what advisors should think about while adding new technology to their tech stacks and how will they lead to success.
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On todays episode we chat with Lacey Shrum founder of SmartKx talks with us why advisor need to pay better attention to their billing fees, how SmartKx helps take that headache away and how bitcoin all fits into this.
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On the latest drop of TacoTech we chat with Jamie Hopkins Managing Partner of Wealth Solutions at Carson Group about the importance of advisors getting coaching while running their business, how he comes up with his wipe board sessions and the importance of attending Excel.
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Welcome back TacoTech Family! Season 3 kicks off with Fintech's royal couple Alex and Rosa Chalekian chat with us about surviving WFH life together, raising financially smart kids and we really learn who wears the pants in the Chalekian home.
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Our guest today is Dr. Joy Lere, clinical psychologist and co-founder of Shaping Wealth. In today's episode, Joy talks about how every part of a clients wellbeing is connected and why her and her co-founder Brian Portnoy founded Shaping Wealth. Joy also talks about how marrying up gets you access to the best tacos on planet Earth.
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