Rania Kalaaji
Advisor360°’s LinkedIn newsletter is now six months old. Named Connect360° to emphasize the importance of building relationships across the industry, the newsletter brings wealth conversations full circle, connecting FinTech leaders with wealth managers and experts from other industries with ours. Over the last six months, Connect360° has published six editions, featured 18 different contributors, and amassed more than 3,400 subscribers.
Among our contributors were: Grant Piller of Piller Financial Group, Scott Reddel of Accenture, Nicole Zheng of Pontera, Susan Theder of FMG Suite, Jaime Punishill of nCino, Jim Frawley of Bellwether, Oren Chaplin of Pashman Stein Walder Hayden P.C., and Advisor360°’s Jed Maczuba, Mat Mathews, and Patrick Noonan.
To celebrate the newsletter’s six-month mark, we are featuring a roundup of the latest three editions.
Compliant data storage and workflows
For this edition of our LinkedIn newsletter, we asked our three contributors—Grant Piller from Piller Financial Group, Scott Reddel from Accenture, and Jed Maczuba from Advisor360°—about the role technology plays in compliance and the challenges facing the industry today surrounding compliant data storage and workflows. They also discussed what firms should be doing to stand out in this category.
How do you stitch all this together in order to provide a holistic solution for clients?
Jed Maczuba | SVP, Chief Technology Office
Read Compliant data storage and workflows to learn about this topic.
Digital transformation
To begin the start of spring, our fifth edition of Connect360°—met·a·mor·pho·sis—was all about digital transformation. This newsletter included contributions from Nicole Zheng at Pontera, Susan Theder at FMG Suite, nCino’s Chief Marketing Officer Jaime Punishill, and Advisor360°’s very own Mat Mathews and Jed Maczuba. These contributors shared their thoughts on the importance of digital transformation and the consequences firms may face if they fail to digitally transform.
The most successful financial advisors and broker-dealers are those who are willing to embrace new technologies and adapt their marketing strategies to meet the evolving needs of their clients.
Susan Theder | CMO of FMG Suite
Read our contributors’ insights about digital transformation.
Financial advisor recruiting in 2023
Our April edition of the newsletter focused on financial advisor recruiting. Our contributors answered questions about how important a firm’s tech stack is in recruiting advisors and the challenges firms face around recruitment. This edition of the newsletter featured Jim Frawley from Bellwether, Oren Chaplin from Pashman Stein Walder Hayden P.C., and Advisor360°’s Patrick Noonan.
Technology has a major impact on both the process of recruiting and on how a firm looks in the eyes of a potential hire.
Oren Chaplin | Pashman Stein Walder Hayden P.C.
Read about financial recruiting in the latest issue of the monthly newsletter.
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Rania Kalaaji is a Marketing Project Manager Associate at Advisor360°, responsible for educating enterprise executives and building our community through content marketing and social media.
