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Couldn’t make it to The MarketCounsel Summit 2021?
Don’t worry! We have compiled this 20-minute clip show with some of our best interviews!
In this episode, Matt Halloran speaks with several industry experts live at the summit, each of whom share meaningful insights on the future of the financial services industry.
The guests discuss:
- Gary Bonner, COO of Tru Independence: How to make the transition to an independent advisor easier
- Robb Baldwin, CEO of TradePMR: The importance of CRM for RIAs
- Mike Gault, head of Expert Services at Mirador LLC: How breakaway advisors can identify curated solutions for their advisory practice
- Sean Mullen, executive vice president at SignatureWealth Partners: Two ways in which SignatureWealth Partners can help RIAs achieve their business goals
- Aaron Klein, co-founder and CEO of Riskalyze: How to tackle the confirmation bias to effectively manage your clients’ risk expectations
- Christopher King, founder & CEO of Eaglebrook Advisors: How advisors can offer cryptocurrency investment solutions in a compliant manner
- And more
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About Our Guests:
Gary Bonner: As the chief operating officer of Tru Independence, Gary oversees all technology, finance, operational, and administrative areas, and has extensive experience in both cybersecurity and compliance. Prior to joining the Tru team, Gary spent close to 20 years at an independent financial advisory firm overseeing product and strategy, compliance, technology, cybersecurity, finance and human resources.
Robb Baldwin: Having started his career as a fee-only advisor in the ’90s, Robb is the founder, president and CEO of TradePMR, a growth-minded, service-oriented technology and custodial services firm built by RIAs, for RIAs (registered investment advisors). Throughout his career, Robb has earned numerous securities licenses, including Series 7, 24, 53 and 4, which are registered with TradePMR.
Mike Gault: Mike joined Mirador LLC from Mid Atlantic Capital Group, formerly The Private Wealth Partners, an independent RIA and introducing broker. Mike built the technology platform and the operation department focused on the needs of ultra high net worth investors and the financial advisors that service them. Prior to that, Mike helped launch Cantor Fitzgerald Wealth Partners (CFWP), an independent wealth advisory firm servicing HNW families, foundations and endowments.
Sean Mullen: As executive vice president of Growth Strategies at SignatureWealth Partners, Sean assists in the development of strategies for business growth, including the creation of new business models and recruiting advisors to those models. Sean is integral to the identification of growth opportunities for SignatureWealth Partners, and serves as an advisor to the Executive Management Team concerning the overall registered investment advisor business of SWP.
Aaron Klein: Aaron’s career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. Aaron has served as a Sierra College Trustee, and in his spare time, he co-founded a school project for orphans and vulnerable kids in Ethiopia. Investment News has honored him as one of the industry’s top 40 Under 40 executives.
Christopher King: Chris is the founder and CEO of Eaglebrook Advisors, which provides independent financial advisors with seamless, secure, and compliant access to Bitcoin and digital assets through their proprietary separately managed account platform.