Don't try to go viral | Ben Carlson

Advisors needed access to cryptocurrency | Chris King

What is the future for advisors? | Ben Carlson

Is bitcoin used for nefarious activity? | Chris King

How should advisors position crypto? | Chris King

My advice to every firm leader today | Gavin Spitzner

My advice to next gen financial advisors | Gavin Spitzner

Making our digital presence matter to clients | Gavin Spitzner

Ben Carlson serves as the Director of Institutional Asset Management at Ritholtz Wealth Management.

His writing can be seen in almost every top financial publication and in 2017 he was named to the InvestmentNews 40 under 40 list. 

He is the author of four books about the investing and is known as one of the most commonly read financial bloggers across the wealth management industry.

His work, along with the team at Ritholtz Wealth Management has been revolutionary for advisors who are thinking about creating their own content.

Lifeworks is a registered investment advisor.

Ben Carlson | The Future of Advice®

Chris King is the Founder and CEO of Eaglebrook Advisors, a tech-driven investment manager that provides independent financial advisors with streamlined, secure, and compliant access to bitcoin and digital assets. 

The firm has created the first bitcoin and crypto separately managed accounts (SMAs), which are designed to seamlessly integrate with an advisor’s current portfolio management systems and workflows. The company is backed by leading wealth management executives and financial institutions.

Lifeworks is a registered investment advisor.

Chris King | The Future of Advice™

Gavin Spitzner is founder and president of Wealth Consulting Partners. He has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing strategic consulting, business development, product development, digital strategy, marketing, professional development and practice management.

Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and Fintech/WealthTech firms to develop and implement innovative advisor and client experience solutions leveraging modern technology and processes to improve top and bottomline business performance. 

Lifeworks is a registered investment advisor.

Gavin Spitzner | The Future of Advice™

Anders Jones, CEO of Facet Wealth, is an entrepreneur and early stage tech investor. Prior to Facet, Anders was a founding partner of Argyle Ventures. Argyle invests in emerging startup markets, with a focus on advertising, technology, financial technology, and healthcare IT. Prior to Argyle, Anders was on the early team at LiveRamp (acquired by Acxiom for $310 million), and has been involved as an investor or advisor in many other startups in Silicon Valley. 

Lifeworks is a registered investment advisor.

Anders Jones | The Future of Advice™

Megan Carpenter is the CEO and founder of FiComm Partners.

She was recently named to the Investment News 40 Under 40 list and her expertise spans over 15 years of helping RIA firms and advisors connect, communicate and engage effectively with their target audiences. 

Her passion to promote the industry is demonstrated through her involvement with the CFP Board Center for Financial Planning Workforce Development Advisory Group. She is also part of the Pledge 1% global movement, having pledged 1% of personal equity, profits, time and product to non-profits in the wealth management community. 

Megan began her career at John Hancock Financial Network before launching her own business, Caritative Wealth Consulting, and then merging that company into her second business venture, FiComm Partners in 2014.

FiComm exists to expand the impact of financial advice by leading human-centered business change through New Skool marketing, PR, and advisor marketing education. Recognized as a top-4 Industry Disruptor in 2020 by WealthManagement.com, FiComm’s services allow advisors to lead with authenticity, target their focus and drive to commercial success.

She is a regular blogger and spokesperson in the media on topics related to financial services marketing and communications and is also a sought-after speaker at a wide range of industry events, including Schwab IMPACT, Pershing INSITE, Bob Veres’ Insider’s Forum, ECHELON Partners Deals and Deal Makers Summit, Riskalyze Fearless Investing Summit, InvestmentNews Best Practices Workshop and Top Advisory Firm Summit, In|Vest, FPA NorCal, MarketCounsel Summit, and the CFA Institute. 

Her firm also produces an engaging podcast called, The New Skool which you can find on Apple Podcasts and on her website https://www.ficommpartners.com/the-new-skool-podcast/

Lifeworks is a registered investment advisor.

Megan Carpenter | The Future of Advice™

Doug Fritz is the founder of F2 Strategy and former wealth management CTO.  

His team of experienced wealth management executives address a widening gap between the expectations of affluent clients and their wealth management experience. 

His perspective and experience come from a long history of innovations and transformative technical projects at major financial institutions. F2 Strategy also manages the Wealth Tech Innovation Board, a confidential think-tank comprised of over 70 top wealth management CTOs, COOs, and innovation executives.  

Doug also participates as an industry thought leader, conference speaker, and judge for multiple industry awards. 

Lifeworks is a registered investment advisor.

Doug Fritz | The Future of Advice™

Megan Carpenter is the CEO and founder of FiComm Partners.

She was recently named to the Investment News 40 Under 40 list and her expertise spans over 15 years of helping RIA firms and advisors connect, communicate and engage effectively with their target audiences. 

Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry.

Mark’s professional background spans Executive Leadership, Consulting, Training, Writing, and Speaking.  He has led organizations from start-up to exit, from dynamic growth to turn-around.

Together, they discuss where the industry is headed and what advisors and firms can do to set themselves apart.

Lifeworks is a registered investment advisor.

Megan Carpenter and Mark Tibergien | The Future of Advice™

Aimvest Technologies is a startup technology company that is focused on changing the way advisors invest client assets and manage the risk of their clients not achieving their financial goals. 

Their proprietary system allows advisors and clients to set realistic target financial goals (save for college, create stable income in retirement, etc…) and then their software manages the investment portfolio to provide a floor (downside protection) on the investment while maximizing the possible upside for the client.

The founders, Hugo Castalan and Alex Mathé-Cathala both have a Masters in Finance from MIT and a background in quantitative investments and machine learning. 

More important, is that they are not just brilliant academics from MIT – they also have a vision and a deep desire to change the way advisors and clients manage their wealth.

Lifeworks is a registered investment advisor.

The Future of Advice® Podcast

Ben Carlson | The Future of Advice®

The Future of Advice® Podcast

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