Shows
Beacon FlashE-Signature - An Integral Component of Wealth ManagementPem Guerry is the Executive Vice President at SIGNiX, the largest provider of digital signatures in North America. He possesses a wide range of financial, marketing, and technology management experience in the private and public sectors. Previously, Pem served as Assistant Commissioner of finance and administration for Tennessee, where he managed the state’s overall technology resources. Before starting his career, he played on a professional tennis tour and traveled the world.In this episode…E-signatures are rapidly becoming a staple in our daily lives, revolutionizing how we handle documentation and transactions. As thei...2024-07-3025 min
Beacon FlashArtificial Intelligence: A Lot of Hype, But Will it Change Wealth Management in a Meaningful Way?Geoff Moore is the Chief Information Officer at Valmark Financial Group, a leader in the financial services industry since 1963, specializing in life insurance, equity, investment advisory, risk management, and retirement plan products for top financial advisors. With over 20 years of experience in financial services and technology, Geoff works to enhance operational efficiency and streamline processes at Valmark. He leads initiatives across cybersecurity, expansion through recruitment, and operational ease, utilizing a team of skilled developers, testers, project managers, and business analysts. Passionate about staying abreast of the latest technological tools and methodologies, Geoff drives Valmark’s continuous improvement and innovation....2024-07-0319 min