Monthly Archives: October 2019

Episode 24 What Does Your Success Look Like? — With Ray Hennessey

It might just take a little bit of crazy to be a great entrepreneur.

Join this intimate conversation between host Doug Heikkinen and special guest Ray Hennessey, president of JConnelly, Inc. Together, they explore the status of today’s business world through stories from Ray’s personal and work experiences.  

In this episode, you will learn:

  • What it takes to be a successful entrepreneur
  • How to determine whether you have an entrepreneurial mindset
  • About upcoming opportunities for next-gen advisors and emerging wealth 
  • What media is today
  • And much more

Tune in and consider that if you can give yourself permission to fail, your success could very well be life-changing.

Resources: JConnelly, Inc.

Brought to you by: Thompson IM Funds, Inc.

Episode 23 –  The Human Connection Still Matters — With Rod Sayegh

Are you able to help your clients quickly and efficiently?

Join this engaging conversation with host Doug Heikkinen and guest Rod Sayegh, head of digital strategies at Fiduciary Trust Company International. In this episode, they discuss the future of wealth management, why it’s imperative for advisors to get out of the mundane, and whether technology could ever meet all of millennials’ needs.

In this episode, you will learn:

  • About trends for the future of wealth management
  • Whether its clients or advisors that are demanding change
  • Three changes that millennials are asking for (that everyone wants)
  • Rod’s opinion on whether robo-advisors can meet all of millennials’ needs
  • Rod’s background and who has helped him to succeed 
  • And much more

Tune in and learn how you can move forward in life with on the job training.

Resources: Fiduciary Trust Company International

Brought to you by:  Thompson IM Funds, Inc.


Episode 22 – Keeping the Standards High With Fintech — With Hussain Zaidi

Are you struggling to adapt to new FinTech?

Join us today and listen in as host Doug Heikkinen and guest Hussain Zaidi, co-founder and CEO of Advizr, discuss how technology is changing the fiduciary environment. In this conversation, they uncover FinTech’s newest advancements and consider whether regulation will ever happen.

In this episode, you will learn:

  • What technological forces may threaten advisors 
  • About the latest advancements in FinTech
  • How advisors can compete in today’s’ market by adapting to the new FinTech
  • The importance of offering services to a client regardless of their net worth
  • And much more

Tune in now and learn what it means to be nimble in the age of new FinTech.

Resources: Advizr

Brought to you by: Thompson IM Funds, Inc.