Mark Wickersham - Podcast Details

Shows

The WealthTech PodcastUsing the Force (of your CRM): How Advisors Can Master Their Data | Sue Cheema, Elite Consulting PartnersIn this episode of The WealthTech Podcast, host Mark Wickersham sits down with Sue Cheema, Chief Information Officer at Elite Consulting Partners. Sue is know of a Jedi Master of the CRM. Sue shares her years of experience in working with Advisors to optimize important application. Together they discuss:Common Technology Issues and Mistakes Firms MakeCRM Data ManagementThe 7 Keys Pillars to a CRMHow AI is impacting the advisor tech stackHow Advisors can use technology to better communicate with their clientsCRM Tech TrendsThree Questions That Have Nothing to Do with WealthTech (or CRMs)About Sue Cheema:2025-06-2738 min

The WealthTech PodcastFrustration to Innovation: Fixing Family Office Software | Alex Lin SumIt In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Alexandre Lin, Co-Founder and CEO of SumIt. Alex created SumIt from his experience in working within his family business and the short comings he had with the accounting tools available. Together, they discuss: · Alex’s founder journey · The importance of building software specifically for family offices · Why retail software fall short for family offices · The impact AI is having on technology and staffing · And what the future holds for the industry 🎥 Watch on YouTubeAbout AlexDriven by his e...2025-06-1639 min

The WealthTech PodcastM & A Minefields: What Advisors Miss in Tech Integrations | Linda BreadyWhat really happens when advisory firms merge—and the tech doesn’t play nice?In this episode of The WealthTech Podcast, Mark Wickersham sits down with Linda Bready for a candid conversation about the real-world challenges advisors face during M&A activity and post-deal integration. With decades of experience navigating complex tech ecosystems, Linda shares her frontline perspective on why so many integrations fail—and what advisors need to know to avoid the common pitfalls.The discussion dives into the cost of poor data, the disconnect between executive vision and operational reality, and the ov...2025-06-0945 min

The Value Pricing PodcastEssential AI Prompts to Boost ProductivityWant to reclaim 5+ hours a week and boost your team’s productivity with AI? In this episode, Mark shares the essential prompt templates that I use every single day to systemise work and drive results—fast. Discover how to build your own prompt library, the tools to organize it, and practical examples that save serious time. We’ll also explore how to get more consistent, high-quality outputs with tips for writing better prompts. Whether you’re an accountant, a firm owner, or just want to get more done with less, this is one episo...2025-05-2643 min

The WealthTech PodcastWhat the Data Says: WealthTech Spending Trends Survey Insights | Chris Bendtsen, CelentTurning Data into Direction: WealthTech Survey Insights with Chris BendtsenIn this episode of The WealthTech Podcast, Mark Wickersham sits down with Chris Bendtsen, Senior Analysts Wealth Technology at Celent, to dig into their latest wealth management technology survey. It's always get exciting when there’s real data behind the conversation—and Chris brings just that. We unpack what firms are actually prioritizing when it comes to technology, where client experience is headed, and what the leading firms are thinking about data integration, automation, and AI. Chris also shares some surprising trends about how f...2025-05-1926 min

The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP115 - End-to-End AI: Elevate your Practice with Mark WickershamThink AI’s too hard, too techy, or “not for bookkeepers”? Think again. 🤖In this week’s episode, Jeannie chats with one of the best in the business — Mark Wickersham — global pricing expert, best-selling author, and now, a total AI powerhouse.Join Jeannie and Mark as they dive into how bookkeepers can:✅ Use ChatGPT to simplify advisory✅ Build pricing that reflects your real value✅ Systemise your marketing, onboarding, and more — in minutes✅ Have better conversations that actually convert clients✨ Mark’s work changed Jeannie’s business years ago — and this e...2025-05-1526 min

The WealthTech PodcastAI, Big Data and the Upcoming WealthTech Revolution | Doug Fritz & Michael Perez, F2 StrategyIn this episode of The WealthTech Podcast, host Mark Wickersham sits down with Doug Fritz and Michael Perez of F2 Strategy. They explore how AI has moved from hype to real-world adoption, particularly in areas like automated note-taking, client communications, and document processing. The discussion also highlights the increasing role of AI agents and the operational efficiencies they unlock. Michael shares how family offices are modernizing from paper-heavy processes to sophisticated digital platforms—driven largely by next-gen expectations and a need for transparency. Other topics include: Navigating the best-of-breed vs. comprehensive tech stack debateThe critical importance of i...2025-05-0850 min

The WealthTech PodcastOptimizing Alts Data Management | Ryan Eisenman & Kelly Moore, ArchIn this episode of The WealthTech Podcast, host Mark Wickersham welcomes Ryan Eisenman, Co-Founder & CEO of Arch, and Kelly Moore, Executive Director and Head of Strategic Accounts at Arch. Together, they explore how technology is transforming wealth management operations, enhancing efficiency, and redefining how firms manage alternative investments.Ryan and Kelly share insights into the challenges family offices and wealth managers face when tracking and organizing private investments. They discuss how automation and digital tools can streamline complex reporting, reduce administrative burdens, and improve transparency for clients. Additionally, they highlight key trends shaping the industry, including the...2025-04-2842 min

The WealthTech PodcastFamily Wealth Dynamics and Corporate Culture | Whitney Kenter, Glowe ConnectiveOn this episode of The WealthTech Podcast, host Mark Wickersham sits down with Whitney Kenter of Glowe Connective to explore the human side of wealth management and family dynamics. Whitney brings decades of experience from her career in wealth management, where she honed her focus on family dynamics, communication, and generational differences. In this candid conversation, she explains how her work evolved from traditional financial planning to addressing the real challenges faced by families navigating significant wealth transitions.Whitney discusses how shifting demographics with millennials and Gen Z (now making up nearly 70% of the workforce) are reshaping...2025-04-1531 min

The WealthTech PodcastDemocratizing Alternatives for Family Offices | Jacob Miller, OptoJacob Miller, Co-Founder Opto Investments, discusses with Mark Wickersham, Host of The WealthTech Podcast, the evolving landscape of private markets and the democratization of alternative investments for wealth managers.Drawing on his extensive background in finance—from his time at Bridgewater to co-founding Opto—Jacob thoughtfully lays out how technology is transforming the traditional world of private markets, making them more accessible and efficient. The conversation highlights the critical role of data integration, streamlined workflows, and artificial intelligence in overcoming longstanding operational friction that alternative investments causes family offices. Jacob discusses the founding journey of Opto...2025-04-0739 min

The WealthTech PodcastMaking Marketing Personal at Scale | April RudinIn this episode, Mark Wickersham sits down with April Rudin, the founder and CEO of The Rudin Group, to discuss the importance of modernizing financial services brands to appeal to younger generations. April shares her journey of starting the Rudin Group in 2008 during the financial crisis and how she saw a market opportunity to help firms modernize their brands.Throughout the conversation, April highlights key trends for 2025, including the need for personalization over mass appeal and leveraging technology as a revenue generator. She emphasizes the importance of viewing technology and marketing as strategic assets that require substantial...2025-03-2539 min

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsWhat Every Accountant Needs To Know About Value Pricing With Mark WickershamUnlock the secrets to profitable pricing with value pricing. Mark Wickersham, founder of Value Pricing Academy, joins Michelle Weinstein to dive into how value pricing can transform your accounting practice. Tired of undercharging and overworking? Mark reveals how to implement tiered pricing, master the art of communicating your value, and finally build a more profitable and fulfilling career. Take the first step toward transforming your pricing strategy—start applying value pricing today!2025-03-1555 min

The WealthTech PodcastCybersecurity for Family Offices, ft. Tony Gebely & Carl KnechtCybersecurity for Family Offices: Protecting Wealth in the Digital AgeIn this episode of The WealthTech Podcast, host Mark Wickersham sits down with Tony Gebely, founder of Annapurna Cybersecurity Advisors, and Carl Knecht, CTO & President of Risclarity, to discuss the critical cybersecurity challenges facing family offices and ultra-high-net-worth families. Key Topics Covered: Why family offices are prime targets for cyber threatsThe biggest cybersecurity mistakes that families makeHow to build a comprehensive cybersecurity programThe importance of vendor risk management and third-party oversightAI-driven cyber threats – deep fakes, phishing scams, and moreHow fami...2025-03-1042 min

The WealthTech PodcastNavigating Family Office Tech: Innovation & Change, ft. Rick Higgins & Carl KnechtIn this episode of The WealthTech podcast, host Mark Wickersham discusses with Rick Higgins and Carl Knecht the evolving technology landscape in the family wealth space. They explore key topics such as the importance of iterative technology adoption, the best-of-breed vs. all-in-one approach, and common mistakes firms make when upgrading their tech stacks.The discussion highlights challenges like data integration, cybersecurity, and change management, while offering practical insights on reporting strategies, vendor selection, and outsourcing. They also touch on emerging trends in AI and machine learning, emphasizing the need for data readiness to leverage AI-driven insights in...2025-02-1435 min

The WealthTech PodcastGlobal Family Office Insights with Stephen Harris, Family Wealth ReportIn this episode, Mark Wickersham discusses with Stephen Harris:Introduction and overview of the Family Wealth ReportThe Importance of Industry AwardsRegional Differences in Family Offices across the GlobeTechnology Adoption by RegionFamily Office Struggles with Talent Acquisition & RetentionThe Future of Family Offices and the Impact of Next GenWill Arsenal win it allAbout Stephen HarrisStephen Harris is the founder and Chief Executive Officer of ClearView Financial Media, which was established in 2004. Under his leadership, ClearView has become a prominent publisher in the global wealth management industry, producing regional focused publications including WealthBriefing, Family W...2025-01-2838 min

The WealthTech PodcastFamily Office Data Insights & Trends | Russ D’Argento, FINTRXIn this episode, Mark Wickersham discusses with Russ D’Argento:Introduction and overview of FINTRXAre Family Office less insular since COVIDFounder’s journeyLatest Data InsightsSize and growth of family office marketsInvestment and technology trends being driven by next genHow being a college athlete impacted his careerWill the Red Sox ever be good again 🎥 Watch on YouTubeAbout Russ D’ArgentoRuss D’Argento is the Founder & CEO of FINTRX, a leading data intelligence platform for the wealth management and investment landscapes. With a passion for connecting professionals to actionable insights, Russ has grown FINTRX...2025-01-0234 min

The WealthTech PodcastCurrent and Future State of The Family Office Industry, with Jon Carroll & Liz LoulanIn this episode, Mark Wickersham discusses with Jon Carroll and Liz Loulan:Rumors of Jon’s RetirementThe Family Office ProjectAbout Jon Carroll + FamilyReputational RiskValue of Using a ConsultantWhen Family Offices Should OutsourceThe Importance of BenchmarkingTechnology TrendsArch of the MFO IndustryPersonal Travel QuestionsAbout Jon CarrollJon Carroll is a family office expert and veteran who has spent over 30 years advising hundreds of family members, family business owners, trustees, and family office executives on how to grow, improve, transform, and govern their single family office. In 2023 Jon received the PAM Lifetime Achievement Aw...2024-12-1346 min

The Value Pricing PodcastAre You a Nosey Parker? With Will KintishAre you ready to transform the way you network and elevate your business relationships? In this episode, Mark Wickersham sits down with networking expert Will Kintish to uncover the secrets of confident networking. Learn how to overcome fears, ask the right questions, and identify the six types of groups in any room. Whether you're an introvert or a seasoned pro, this conversation is packed with practical tips and lightbulb moments that will change how you connect with others. 2024-12-0255 min

The WealthTech PodcastTech Selection & Implementation Best Practices for Family Offices | Erin HulseIn this episode, Mark Wickersham discusses with Erin Hulse, CEO & Founder of Deviate Consulting:Founder’s JourneySoftware Selection ProcessImportance of Use Cases when evaluating technologySales Process vs Product FitAll-in-one vs Best of BreedHow firms can better prepare for technologyIncreasing the odds of success with tech implementationsFamily Offices love of Excel and QuickBooksFavorite Travel Locations 🎥 Watch on YouTubeAbout Erin HulseErin Hulse is the Founder of Deviate Consulting, which focuses on software selection, implementation, and accounting services for single and multi-family offices. Erin works with family office organizations such as Fami...2024-11-1937 min

The WealthTech PodcastDigital Client Engagement and Transformation for Family Offices: Featuring Bill Wyman of SummitasMark Wickersham sits down with Bill Wyman, President of Summitas to discuss digital engagement and transformation for family offices, covering the following topics:Keys to Client Digital AdoptionTop Three Digital Engagement Issues Firms Are Looking to SolveAll-In-One vs. Best in BreedCommon Technology Mistakes Family Offices MakeClient Digital Engagement Adoption & Change ManagementDigital Experience Expectations of the Next GenerationCurrent Technology TrendsBill’s Favorite Travel LocationsAbout Bill WymanBill Wyman is President of Summitas. Bill joined Summitas in 2010 and has over forty years experience working with family offices and RIAs. Bill was recently awarded the Family We...2024-10-2537 min

The WealthTech PodcastInside the Ecosystem: Family Office Tech, Strategy & Change Management | Sue McDermott, AddeparFulfilling the Dream of Best of Breed Tech Stacks for Family Offices: Featuring Susan McDermott, Program Director of Partnerships at AddeparIn this episode Mark Wickersham discusses with Sue McDermott: Ecosystem Match MakingBest in Breed vs. All-In-OneWhy Family Offices Love QuickBooks and ExcelCommon Technology Mistakes Family Offices MakeTech Trends in Family WealthIncreasing the Odds with Change Management 🎥 Watch on YouTubeSusan McDermottSusan McDermott is the Program Director on the Partnership team at Addepar. Sue focuses on partners that offer a range of family office services. Sue has spent...2024-10-0832 min

Building the Premier Accounting FirmRewind : Pricing Accounting Services Effectively w/ Mark WickershamJoin us as we revisit this conversation from 2020! Listen in as Mark and Roger discuss the challenges many express as they consider pricing their accounting services and how best to avoid them. Consider a simple yet straight forward approach to getting paid what you are worth pricing your services with confidence. There is a method to the madness. Listen in and see what you can learn and then apply it in your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Mark Wickersham Mark Wickersham–Chartered Accountant, public speak...2024-09-1450 min

The Value Pricing PodcastTop Hacks for Copywriting with ChatGPTDiscover the secrets to writing like a pro with our latest podcast episode featuring Emily Cross. Learn the seven golden rules of copywriting that will transform your business communications. From identifying your ideal client to using their language and crafting engaging content, this episode covers it all. Plus, find out how to make ChatGPT your ultimate writing assistant. Ready to attract your ideal clients and boost your business success? Listen now and start writing like a pro today!2024-08-1254 min

The Value Pricing PodcastThe Power of Automation and Systems for Your BusinessDo you ever wonder if your business could make money without you lifting a finger? In this episode, Mark Wickersham interviews Michael Palmer, the entrepreneurial mastermind behind Pure Bookkeeping and the Successful Bookkeeper podcast. Learn how to automate your bookkeeping, implement powerful systems, and create a business that thrives without you. Hear Michael's journey from corporate life to helping bookkeepers succeed worldwide. This episode is packed with insights you can't afford to miss. 2024-07-2953 min

Building the Premier Accounting FirmRewind: Accounting Success Redefined: From Pricing Strategies to Profiting off AI w/ Mark WickershamJoin us as we revisit this conversation from 2023! Join host Roger Knecht in this episode of "Building the Premier Accounting Firm" as he sits down with Mark Wickersham, a Chartered Accountant, public speaker, and renowned author known for being the most sought-after profit improvement expert in the accounting community. This insightful conversation covers a wide range of topics that promise to transform your approach to accounting and help your firm thrive. Mark Wickersham shares his journey of growth, offering valuable lessons from his own accounting practice's beginnings and sharing what he would do differently to...2024-07-2744 min

The Value Pricing PodcastThis One Simple Change Means You'll Hit All Your Business TargetsAre your business targets truly driving success?Listen to the latest episode of Mark’s podcast, where he sits down with the influential Steve Pipe, a renowned figure in transforming accounting firms and setting revolutionary business targets. Discover the secrets to redefining success and how strategic goal-setting can lead to profound improvements in business operations. Gain exclusive insights from a mentor who has shaped careers and businesses with his innovative approaches. Don't miss this engaging conversation packed with actionable advice that could change the way you think about your business targets. 2024-07-1547 min