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From Stagnation to Scale: Mastering Growth in Financial Advice Businesses
In this episode of The WealthTech Insider, host Danni Le Grande sits down with Mark Zaglas, CEO of Encore Advisory Group, to explore the key challenges and strategies financial advisory firms must embrace to unlock scalable growth. They dive into why many Advisers have lost focus on sales and marketing, the importance of a structured growth strategy, and how technology can be leveraged to enhance client engagement.Mark shares insights on overcoming the fear of marketing, clarifying your value proposition, and why social media remains an underutilised tool in the industry. They also discuss the significance of intergenerational wealth transfer, identifying your niche, and the myth of organic growth.If you're looking to build a sustainable and scalable financial advice business, this episode is packed with actionable takeaways to help you refine your approach and invest in long-term success.🎧 Tune in now to learn how to reignite your sales and marketing engine and take your Advice Business to the next level!
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45:01
The AI Value Trap: Innovation Without Profit?
In this episode of The WealthTech Insider, host Danni Le Grande and Peter Worn dive into the evolving role of AI in financial services. They explore the concept of the ‘Value Trap’—where AI has the power to revolutionise industries but may struggle to generate sustainable profits.From investment risks and industry adoption to the future of AI as a financial utility, Danni and Peter unpack the realities of AI’s role in WealthTech. They discuss how financial firms are navigating this landscape, the importance of responsible AI usage, and whether AI’s profitability challenge mirrors the airline industry’s struggles.With insights from the Finura Group, this episode tackles the burning question: Will AI make anyone rich, or is it just another overhyped innovation?Key topics:The AI Value Trap: Can AI be both transformative and profitable?Investing in AI: Opportunities vs. risks.AI adoption in financial services—where do firms stand?AI as a utility: How should businesses think about it?Regulation, responsibility, and the future of AI in finance.Join us for a deep dive into the realities of AI in WealthTech!
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18:13
Tech-Driven Compliance: Role Clarity & Policies in Wealth Management (Part 1)
In this episode of The WealthTech Insider, host Danni Le Grande sits down with compliance expert Selin Ertac to explore the critical role of people, policy, and technology in ensuring effective compliance within wealth management. They dive into the importance of role clarity, the challenges of resistance to change, and how technology can streamline compliance processes. From crafting meaningful policies to integrating compliance into business operations, this conversation highlights the strategies firms can use to enhance efficiency, reduce risk, and foster a culture of compliance.Tune in for key insights on simplifying compliance, leveraging technology, and ensuring your team is equipped to navigate the evolving regulatory landscape. Don’t miss Part 1 of this insightful two-part series!
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22:10
2025 Wealth Tech Predictions
In this episode of WealthTech Insider, hosts Danni Le Grande and Peter Worn discuss their predictions for the financial services and WealthTech landscape in 2025. They explore key themes such as the challenges faced by advice tech, the shift towards platform monogamy, the insourcing of technology by industry super funds, the impact of private equity on wealth management, the rise of AI services, and the growing importance of podcasts and YouTube in advisor marketing. The conversation culminates in a discussion about the transformative potential of AI agents in the industry. Chapters 00:00 2025 Predictions Overview 01:35 Change Management Challenges in WealthTech 03:32 Advice Tech's Margin Squeeze 06:44 The Shift to Platform Monogamy 12:45 Industry Super Funds and In-House Tech 17:29 Private Equity's Impact on Advice Tech 24:18 The Technology Gap in Financial Advisory 30:26 AI Services: The Future of Financial Technology 41:18 The Rise of Podcasts and YouTube in Marketing 44:42 Transformative AI Agents in Business
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47:59
2024 in Review: How Our WealthTech Predictions Stacked Up
In this episode of WealthTech Insider, hosts Danni Le Grande and Peter Worn reflect on their predictions for 2024, discussing the emergence of AI in WealthTech, the challenges of technology adoption, and the evolving landscape of digital advice. They explore the concept of AI washing, the overpromising nature of AI tools, and the need for tech providers to regain control over their product distribution. The conversation highlights the importance of engaging consumers in digital advice and the necessity of viewing technology as an investment rather than just an operational cost. In this conversation, Danni Le Grande and Peter Worn discuss various themes surrounding social media's impact on attention spans, the importance of user testing in software development, and the challenges faced by start-ups in the current market. They explore the dynamics of wealth management, the need for innovation, and the unexpected alliances forming in the tech space. The discussion also touches on the shift towards private ownership in wealth management and reflections on AI's role in technology recommendations, concluding with insights on regulatory challenges and industry adaptation.
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54:44