Tag Archives: #DiscoveryData

Episode 28 – Global Trends Affecting Advisors – with Chelsea Rodstrom

December 5, 2019Financial, Impact 2019, Investing, Permission To Succeed#ChelseaRodstrom, #ChinaSectors, #DiscoveryData, #ETFs, #GlobalX, #GlobalXETFs, #IRISMediaWorks, #PermissiontoSucceed, #PowerYourAdvice, #SchwabIMPACTpermissiontosucceedpodcast

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Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Chelsea Rodstrom, a research analyst at Global X, discussing international trends and headlines that are concerning Advisors and investors, how the Global X China Sector is helping simplify investing in China for Advisors, and Chelsea’s path to a career in financial services.

In this episode, you will learn:

More about the global headlines affecting world markets.
Why global growth is slowing down.
Why Chelsea is excited about the Global X China Sector Suite, and the value those products bring to Advisors and their clients.
The importance of challenging oneself intellectually and finding a good mentor when building a career.

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IRIS Media Works recorded 16 Permission to Succeed podcasts from our pop-up podcast “studio” in the Discovery Data booth at IMPACT 2019. Fueled by coffee and the conference energy swirling around us, we had a great time talking to leaders from across the financial services industry. Thank you to Discovery Data and to our guests for participating in this grand experiment. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Global X |Global X Twitter | Discovery Data

Episode 27 – Leveraging FinTech to Help Clients Manage Financial Wellness – with Larry Shumbres

December 4, 2019Financial, Impact 2019, Investing, Permission To Succeed#capacity, #DiscoveryData, #fintech, #investments, #investors, #IRISMediaWorks #PowerYourAdvice, #LarryShumbres, #PermissiontoSucceed, #PermissiontoSucceed #TotumRisk #LarryShumbres #DiscoveryData #SchwabIMPACT # risk, #risktolerance, #SchwabIMPACT, #TotumRisk, Riskpermissiontosucceedpodcast

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Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Larry Shumbres, CEO of Totum Risk, discussing the evolution of FinTech, the role data plays in helping Advisors plan for their clients’ financial wellness throughout their lifecycle, and the highs and lows of being an entrepreneur in this industry.

In this episode, you will learn:

How technology and advice are consolidating into single platforms across the industry.
How improvements in cybersecurity allow the flow of data to be transferrable and easy.
How Advisors are consolidating data from multiple sources to calculate financial wellness over the totality of their clients’ lives.
Larry’s advice for fellow entrepreneurs coming into this industry.

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RESOURCES: Totum Risk |Totum Risk LinkedIn | Discovery Data

HASHTAGS FOR PUBLISHING: #IRISMediaWorks #PowerYourAdvice, #PermissiontoSucceed #TotumRisk #LarryShumbres #DiscoveryData #SchwabIMPACT # risk, #fintech, #investors, #investments, #risktolerance, #capacity

Episode 26 – How Artificial Intelligence Can Change the Game for Financial Advisors – with Andrew Smith Lewis

December 2, 2019Financial, Investing, Permission To Succeed#DiscoveryData, #InvestCloud, #PermissionToSucceedPodcast, #PowerYourAdvice, #Schwab, #YaelaShamberg, Doug Heikkinen, IMPACT, IRIS.xyz, Permission to Succeedpermissiontosucceedpodcast

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Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Andrew Smith Lewis, Chief Innovation Officer at CAIS, discussing how people learn, the emerging AI technology that is powering innovation in education, and how CAIS and their new learning system, CAIS IQ, are working to make advisors smarter.

In this episode, you will learn:

How Andrew Smith Lewis’ passion for making people better led him to the financial services industry.
What is the last mile of learning?
What are distributed learning and retrieval practice, and how do they move the needle on learning?
How CAIS IQ can help make Advisors smarter about alternative investments.

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RESOURCES: CAIS | CAIS LinkedIn | Discovery Data

HASHTAGS FOR PUBLISHING: #IRISMediaWorks, #PowerYourAdvice, #PermissiontoSucceed, #CAIS, #CAISIQ, #AndrewSmithLewis #DougHeikkinen #DiscoveryData, #SchwabIMPACT #alternativeinvestments #wealthmanagement

Episode 25 – How Technology Can Help Advisors Master the Client Journey – with Linda Ding

November 30, 2019Financial, Investing, Permission To Succeed#CXfoRIA, #DigitalRIA, #DiscoveryData, #InvestCloud, #IRISMediaWorks, #IRISMediaWorks #PowerYourAdvice, #Laserfiche, #PermissiontoSucceed, #PermissionToSucceedPodcast, #PowerYourAdvice, #Schwab, #SchwabIMPACT, #WomeninTech, #YaelaShamberg, Doug Heikkinen, IMPACT, IRIS.xyz, Permission to Succeedpermissiontosucceedpodcast

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Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Linda Ding, Director of Strategic Marketing at Laserfiche, discussing key learnings from the Laserfiche Annual Survey and what she’s learned throughout her career in the financial services industry.

In this episode, you will learn:

Why Advisors are focusing on the client experience as the key element of their business strategy.
How the “Amazon Model” is coming to financial services, and why that is a good thing.
How technology can help you deliver a better client experience.
Linda’s perspective on the changes she’s seen in the financial services industry – especially for women – over her career.

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RESOURCES: Laserfiche | Laserfiche LinkedIn | Laserfiche Twitter | Discovery Data