Shows
In the SuiteEP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA CircleSend us a textToday, we’re thrilled to welcome the incredible Carolyn Armitage In the Suite. Carolyn is a force in wealth management—a true pioneer with a career that’s redefined advisory, consulting, and executive leadership. As the Founder and CEO of RIA Circle, she’s not just building a network; she’s igniting a movement. Within RIA Circle, Carolyn is shaping a vibrant, purpose-driven community where advisors gather to connect, grow, and empower each other, one meaningful connection at a time.In this episode, Carolyn takes us through her journey—...2024-11-1853 minIn the SuiteEP 80 #LiveFromFuse - The Ultimate Viral Tweet and Tale of Behavioral Finance with Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor SolutionsSend us a textToday we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions, Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers the success of growth-focused advisors, helping them compete more successfully. His role entails bringing behavioral t...2023-01-281h 04
Standard Deviations with Dr. Daniel CrosbyTina Powell (Live from Fuse in Park City)Tune in to hear:- What might account for the very low conversion rate following viral content on social media?- Are new followers a good metric for measuring the success of a post or not necessarily?- Why is it so difficult to “engineer virality” and why does this often fall flat?- Is it smart to try to monetize a viral moment with sponsored content or is this likely to backfire?- Some advisors are reluctant to become active on social media because it seems to favor nega...2022-11-2455 minIn the SuiteEP 72 Live from 2022 T3 Advisor Conference & Enterprise Day - My Conversations with 11 Bold FinTech Visionaries Making News and HeadlinesSend us a textJoel Bruckenstein is widely recognized as one of the most influential financial technology journalists and consultants in fintech. Known as @FinTechie on Twitter, and regularly featured in Barron’s, Financial Planning, RIABiz, InvestmentNews, and WealthMangement.com, for his expertise, Joel is an industry powerhouse and a leading authority on breaking news on emerging technology.Joel is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, and the T3 Enterprise Conference, an annual gathering of top executives from independent broker/dealers and large RIAs. 2022-09-071h 50