Tag Archives: #IRISMediaWorks #PowerYourAdvice

Episode 34 – The Value of Self Reflection in Times of Change – with Christian McCormick, CFA

Financial, Impact 2019, Investing, Permission To Succeed, , , , , , ,

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Christian McCormick, Director & Senior Product Specialist, discussing Allianz Global Investors’ long history of ESG investing and it has evolved.

In this episode, you will learn:

  • How the changing environment led Allianz to look closely at and articulate even more clearly their value proposition for Advisors.
  • How ESG investing has evolved in the last 20 years, and how it continues to change today.
  • How using an ESG framework can help in analyzing risk.
  • Why Christian is excited for the future of this industry.

 

——————————————————————————

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: Allianz Global Investors| Allianz Global Investors LinkedIn | Discovery Data

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

Financial, Impact 2019, Investing, Permission To Succeed, , , , , , , , , , , ,

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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.

——————————————————————————

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: Totum Risk |Totum Risk LinkedIn | Discovery Data

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

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

Financial, Investing, Permission To Succeed, , , , , , , , , , , , , , , , ,

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

 

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.

——————————————————————————

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: Laserfiche | Laserfiche LinkedIn | Laserfiche Twitter | Discovery Data