The Fuse Show

This Week on The Fuse Show, Natalie and Brian talk with Joe Duran and Terri Kallsen of Rise Growth Partners. Joe is a serial entrepreneur and an industry visionary in wealth management and wealth tech. Most recently Joe was a Partner at Goldman Sachs as Co-Head of the Workplace and Personal Wealth business. Joe founded and was CEO of United Capital, one of the nation’s largest independent wealth m...

This Week on The Fuse Show, Natalie and Brian talk with Stacy Havener, Founder and CEO of Havener Capital. Stacy Havener has made a career raising $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM. Prior to finding her niche in raising capital, she was an award-winning writer who dreamed of becoming a literature professor. Ironically, her love of words is one of the secrets to her...

This Week on The Fuse Show, Natalie and Brian talk with John Euart, Associate Partner at McKinsey & Company. Key Takeaways [04:11] - John’s professional background and what led him to McKinsey and to specialize in industry trends? [07:09] - As an industry, we have talked extensively about the great generational wealth transfer and also succession planning for the advisors planning to retire by 203...

This Week on The Fuse Show, Natalie and Brian talk with Phil Huber. Phil is a Managing Director and Head of Portfolio Solutions for Cliffwater, based in their Chicago office. Prior to joining Cliffwater, Phil was the Chief Investment Officer for Savant Wealth Management. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL P...

This Week on The Fuse Show, Natalie and Brian are joined by Christi Deakin and Chris McDonald from Amazon Web Services. Christi Deakin, based in Sarasota, FL, is currently a US Fintech Leader at Amazon Web Services (AWS), bringing experience from previous roles at Nyca Partners, Wells Fargo and BearingPoint (formerly KPMG). Christi Deakin holds a BBA in Accounting @ The University of Texas at Aust...

Tune in this week to learn more about innovations in regulation from Ian Meiksins of Key Bridge Compliance. In particular, we will discuss what innovations are taking place at the SEC and what our clients can do about it. Key Takeaways [02:00] - What makes Cincinnati unique and what are some fun things to do while visiting? [03:11] - Ian’s recommended books or movies for our listeners. [04:57] - I...

Tune in this week to learn more about Generative AI from Jason Pereira of Woodgate Financial. In particular, we will discuss how to counsel advisors on how to not let fear takeover when it comes to AI and how they can best implement AI-powered tools in their practice. In addition, we take a look at some of the unique risks that AI presents for the financial services industry, and beyond, as well a...

Tune in this week to learn more about innovation in BeFi from Orion's Chief Behavioral Officer, Dr. Daniel Crosby. In particular, learn why clients often overlook the value add of BeFi, how Orion integrates and embeds BeFi into the DNA of their tech, about Orion’s new tool “Pulse Check” and what the future of Behavioral Finance might hold.  Key Takeaways [08:08] - Statistics show that the majority...

Many people increasingly recognize the importance of understanding their taxes thoroughly, not merely as an annual obligation but as a strategic tool for shaping their financial future. While tax planning is not intended to replace the comprehensive financial plan, it is a strategic piece to empower advisors to optimize their financial plan and fiscal outcomes.  In this episode, Ryan Donovan and G...

The wealth management industry is at an exciting crossroads, where technology and innovation are reshaping the way advisors serve their clients. By embracing these changes and leveraging technology to its full potential, advisors can deliver a more personalized and comprehensive wealth management experience, ultimately driving better client outcomes. In this episode, George and Ryan talk with Nore...

In an environment where market fluctuations have become the norm rather than the exception, investors and financial advisors are constantly seeking strategies that offer both stability and the potential for long-term growth. But with a seemingly endless array of investment options, people can feel overwhelmed and uncertain about how to make better decisions with their money. Navigating these possi...

Compliance is a strategy that guides firms toward sustainable success. It paves the way for advisors to cultivate trust, inspiring confidence that their recommendations, strategies, and decisions are rooted in ethical practices and adherence to established norms. With increasing regulatory scrutiny and the potential for significant penalties, advisors and firms have to prioritize compliance to pro...

The rise of Outsourced Chief Investment Officer (OCIO) services is reshaping how investment professionals approach their responsibilities. With OCIO stepping in to handle the intricate nuances of investment management, advisors can proactively reorient their focus towards client engagement, satisfaction, and retention, thus rekindling the crucial dialogue that often gets lost in operational detail...

The combination of client segmentation, service models, advisor retention, and technology represents the key to unlocking success in financial advisory. By striking the right balance between personalization and structure, firms can thrive in meeting their client's unique needs while fostering a team of dedicated and skilled advisors.  In this episode, George and Ryan talk with J.D. Bruce, Independ...

The power of a robust tech stack lies not only in the ability to consolidate information but also in the opportunity to accomplish more within a unified environment. Advisors aim to break free from the limitations of siloed solutions and embrace the potential of an all-encompassing platform that empowers them to go above and beyond. By seamlessly integrating multiple functions, advisors can focus...

Alternative investments have emerged as a promising avenue for diversification and tapping into new sources of potential returns. However, despite the growing interest in alternative investments, a significant knowledge gap exists among financial advisors, hindering their ability to guide their clients effectively.  In this episode, George and Ryan talk with Matt Brown, Founder, CEO, and Chairman...

Marketing and public relations (PR) are two critical components of any successful business strategy. Both are essential to creating a brand image, developing customer relationships, and building a positive reputation. While marketing and PR are often considered separate disciplines, their intersection is where the most exciting and impactful strategies for communication and brand awareness happen....

Being a successful financial advisor is about more than just having a deep understanding of the market and investment strategies. It also involves establishing and nurturing relationships with clients to build trust and credibility.  In this episode, George and Ryan talk with Robert Sofia, Co-Founder, Chairman, and CEO of Snappy Kraken. In his role, Robert oversees Snappy Kraken's overall strategi...

As the financial sector enters a period of innovation and disruption, new trends and technologies emerge to meet the customer's changing needs. With more consumers turning to digital platforms for their financial needs, fintech companies aim to differentiate themselves by speeding up the account opening process. By removing barriers to entry and making it easier for consumers to start investing, s...

The financial advisory industry is transforming significantly as advisors increasingly recognize their enterprise value. As a result, many advisors are seeking greater independence by moving away from captive organizations and building their own RIA firms. This shift towards independence allows advisors to align their business with their client's needs, leverage innovative technologies, and gain g...

Technology plays an important role in every industry, and financial services are no exception. With the growing demand for real-time data, personalized investment recommendations, and streamlined workflows, it's becoming increasingly important to have a robust and comprehensive platform that can efficiently manage and deliver the services clients need.  In this episode, Ryan and George talk with J...

As financial services become more technology-driven, the role of data in providing a seamless advisor-client experience has become more important. From initial engagement to the ongoing relationship, every stage of the journey is critical to the success of the advisor and the financial institution. However, with data being spread across multiple systems and sources, how can advisors access the inf...

Marketing for financial services has come a long way, with new technologies and changing consumer preferences driving the industry to evolve and adapt. However, as the financial landscape continues to shift and new challenges arise, it's becoming clear that traditional marketing strategies are no longer enough to reach and engage consumers.  In this episode, Ryan and George talk with Kelly Waltric...

Living paycheck to paycheck makes it hard for people to save money or pay off debt. The high cost of living, combined with increasing amounts of student loans and credit card debt, has made things even more difficult. While debt is a reality for many people, it doesn't have to be a life sentence. There are ways to manage debt and even start saving for the future.  In this episode, George and Ryan...

The integration of Redtail's industry-leading, next-generation CRM technology with Orion's open architecture wealthtech platform can serve as the foundation for advisors' tech stack via an end-to-end, seamlessly integrated platform built around a CRM hub. They aim to solve some of the advisors' tech integration challenges by bringing together the necessary technology pieces to succeed. In this epi...