Podcasts about Riskalyze

My interview with Barry begins at 47 mins Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 750 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them  The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.  Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Join the SUPD Marketplace! Watch the video to learn how to post at StandUpWithPeteDominick.com/marketplace Join us Monday's and Thursday's at 8EST for our Bi Weekly Happy Hour Hangout's !  Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on YouTube  Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe Buy Ava's Art  Hire DJ Monzyk to build your website or help you with Marketing Gift a Subscription https://www.patreon.com/PeteDominick/gift

In times like these, when there's market volatility and financial insecurity, it's more important than ever to have a financial plan to know that you can weather the storm and wild swings in the markets. It's the difference between having a plan vs just having a portfolio. In today's episode, Derek Gregoire is joined by SHP Financial's Lead Advisor, Kyle Britton, to discuss how they're helping their clients navigate the emotions of investing during bear markets. While many people would assume that the phones are ringing off the hook with clients filled with panic, you'll hear why that might be the exception rather than the rule because of the methods SHP Financial uses to build comprehensive financial plans that help their clients prepare for these very moments. In this conversation, they discussed how SHP helps clients determine their risk score and how they stress test portfolios to demonstrate the outcomes of down years. They'll explain what sequence of returns risk means and how important it is for investors to understand it as they approach retirement. They'll also discuss how bear markets create opportunities for those who have time on their side to weather the storm and take full advantage when the recovery happens. In this podcast interview, you'll learn: What sequence of returns risk is and how SHP helps to calculate risk in your portfolio The benefits of using tools like Riskalyze to analyze the risk in your portfolio. How the news and media can make market volatility feel worse than it is by leaning on the chaos and negativity. The three bucket strategy that SHP uses to protect your annual income and long-term growth investments. How quickly market recoveries happen and the opportunities that bear markets can create. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube

My conversation with Barry begins at 34 mins  Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them  The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.  Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Join the SUPD Marketplace! Watch the video to learn how to post at StandUpWithPeteDominick.com/marketplace Join us Monday's and Thursday's at 8EST for our Bi Weekly Happy Hour Hangout's !  Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on YouTube  Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe Buy Ava's Art  Hire DJ Monzyk to build your website or help you with Marketing Gift a Subscription https://www.patreon.com/PeteDominick/gift

Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them  The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.  Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Join the SUPD Marketplace! Watch the video to learn how to post at StandUpWithPeteDominick.com/marketplace Join us Monday's and Thursday's at 8EST for our Bi Weekly Happy Hour Hangout's !  Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on YouTube  Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe Buy Ava's Art  Hire DJ Monzyk to build your website or help you with Marketing Gift a Subscription https://www.patreon.com/PeteDominick/gift

Many advisors know Aaron Klein as the super-friendly, charismatic leader of Nitrogen, formerly Riskalyze, the company he founded about 13 years ago as a risk tolerance documentation tool. He's since stepped down from his role leading the company. What most advisors probably don't know is Aaron's personal journey—the challenges he faced balancing running a major … Read More Read More

Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day.   Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls   Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.  Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Join the SUPD Marketplace! Watch the video to learn how to post at StandUpWithPeteDominick.com/marketplace Join us Thursday's at 8EST for our Weekly Happy Hour Hangout!  Pete on Threads Pete on Tik Tok Pete on YouTube  Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe Buy Ava's Art  Hire DJ Monzyk to build your website or help you with Marketing

In this episode, we dive into the complexities of market volatility and its impact on retirement planning, particularly for those approaching retirement. We discuss the recent market sell-off, its global roots, and the implications for the 401(k) accounts of those nearing retirement. You'll learn about the carry trade strategy and how it influences currency exchange rates and interest rates, contributing to recent market movements. Our hosts offer practical advice on adjusting your investment strategy, emphasizing small, strategic reallocations over emotional, large-scale changes. We also explore the importance of risk assessment tools like Nitrogen (formerly Riskalyze) to ensure your portfolio aligns with your retirement timeline and goals. Want a free portfolio analysis through Apollon Wealth Management? Reach out to us using the link below!   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com   Hosts: Brian Wiley Jeremiah Bates ————————————————————— SPONSORS: Guild Mortgage: https://guildmortgage.com Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ Formations: https://get.formationscorp.com/real-money-pros —————————————————————

Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day.   Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls   Check out StandUpwithPete.com to learn more If you want to skip my amazing news segment to get right to Ritholtz we start at 29 minutes (ROBOT VOICE) The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.  Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Join the SUPD Marketplace! Watch the video to learn how to post at StandUpWithPeteDominick.com/marketplace Join us Thursday's at 8EST for our Weekly Happy Hour Hangout!  Pete on Threads Pete on Tik Tok Pete on YouTube  Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe Buy Ava's Art  Hire DJ Monzyk to build your website or help you with Marketing      

As most  ABM programs deliver minimal improvement to revenue KPIs, Eric Gruber (CEO of Personal ABM) and his guest Alex Pappas (Senior ABM Manager for Venafi) discuss how teams need to stop retrofitting ABM on top of current processes. During this podcast episode, you will hear:1. The ABM challenges Alex faced at both Riskalyze and Venafi and how he gave the ABM programs an overhaul.2. How Riskalyze didn't have the proper foundation for ABM -- and the readiness that was needed before Alex can think about ABM strategy. 3. How Venafi was treating ABM like account-based advertising and account-based targeting and how Alex evolved it. 4. Why Chris Walker is wrong when he mentioned on LinkedIn that ABM is a segmentation, tiering, and prioritization strategy and not a GTM motion (which we whole-heartedly disagree with.)  You'll hear how ABM is a GTM motion.5. How Alex is using 1: many, 1: few and 1:1 ABM and how he's  using intent data. 

Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day.   Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls   Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island.   Pete on Tik Tok Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe

The future of wealth management involves embracing technology and adopting scalable business practices. Having a growth platform that enhances client satisfaction, retains and attracts clients, streamlines processes, and stays compliant helps advisors and wealth management firms succeed. In this episode, Jack talks with Craig Clark, Chief Marketing Officer at Nitrogen (formerly known as Riskalyze). In this role, Craig leads the firm's brand team, product positioning, thought leadership, and sales pipeline creation in the wealth management marketplace. A marketing and sales development veteran of the SaaS industry, he has seen success putting companies on a strong growth trajectory, aligning brands and positioning for successful financing and strategic exits. Craig talks with Jack about the company's rebranding from Riskalyze to Nitrogen, and how Nitrogen focuses on providing a growth platform for wealth management firms. Craig highlights the importance of having scalable and repeatable business practices that allow advisors to be more productive and effective, and the need for firms to adopt software that supports their growth goals. Key Takeaways [00:54] - Backstory of Nitrogen and the company's rebrand. [09:16] - Craig's background and how he got into wealth management. [11:56] - What's next for Nitrogen. [15:06] - The dynamics between marketing, product, and operation. [16:52] - The growth formula for wealth management firms. [21:25] - How wealth management can prepare for future growth. [23:17] - Craig's three key takeaways. [24:26] - Craig's interests outside of work. Quotes [13:27] - "For investors to invest fearlessly, they need human advice." ~ Craig Clark [21:47] - "There's a lot of industry consolidation happening. And there's a lot of pressure to do things in a more predictable and repeatable way. There's no way to do that other than having software embedded in how you work to enforce that repeatable practice." ~ Craig Clark [23:28] - "Whether you've just started an RIA, you've broken away, or you're the head of wealth management, everybody's going to be watching you develop and adopt scalable and repeatable business practices. So, look for your technology vendors to help you do that. Look for ways to get adoption from your advisors to follow those processes because that is going to define the successful firms over the next decade." ~ Craig Clark Links  Craig Clark on LinkedIn Nitrogen Wealth Aaron Klein Laurie Schultz Lexicon Branding David Placek Dan Zitting Salesforce Fearless Investing Summit Justin Boatman Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

GET TICKETS TO SUPD POD JAM IN LAS VEGAS MARCH 22-23   Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day.   Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls   Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island.   Pete on Tik Tok Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe

The very nature of the weather has always been like an investment portfolio in terms of unpredictability, and all the cold weather we've been dealing with to start 2024 has us thing about that. You could very easily use the weather to explain how a client's portfolio is going to work over time and how you can prepare for that. That's the basis of today's discussion, which is about a habit that many advisors have. They sell off their software using products like Riskalyze, which seems to work very well up front but presents challenges with long-term retention. I've been asked why I don't use software like this so I want to provide you some insights on that in this episode.   Here's some of what we discuss in this episode: Why I have a problem with risk tolerance questionnaires. The problem that you face when using these programs to match their portfolio to risk tolerance. How we suggest approaching portfolio management and the conversations with clients about why you're building it that way. The price for the upward is the occasional negative.   Schedule a meeting with Dan: http://bookachatwithdan.com    Read more and get additional financial resources here: http://renegadeadvisor.net    

  I caught up with Barry Ritholtz today and talked about what everyone got wrong in 2023 and why making predictions is mostly stupid - As well as a whole lot more!   Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day.   Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls   Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island.   Pete on Tik Tok Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe  

On today's episode of Fintech Impact, we have a repeated guest Aaron Klein, the co-founder and CEO of Nitrogen Wealth formerly Riskalyze. Aaron was back in April of 2019, and he has been up to quite a lot. Aaron introduces the concept of behavioral science, alluding to how clients react to financial decisions. He shares an anecdote about an advisor who realized that he was anchoring his clients' portfolios based on his own risk tolerance which led to a misalignment in clients' expectations and actual investment outcomes.Episode Highlights 00:52: Aaron discusses the evolution of their company, originally named Riskalyze, reflecting on its 12 1/2-year journey since its foundation and the launch of their initial product for advisors.03:26: Jason expresses a desire to discuss the client's journey with Aaron, mentioning the need for better structures and processes in the industry.09:20: Jason acknowledges that while there are solutions for SEO and content marketing to attract leads, the real challenge lies in the post-acquisition phase—how to nurture and engage these leads effectively, which he views as a significant task.13:39: Aaron discusses their proposal capabilities that enable advisors to create investment proposals aligned with a client's risk tolerance and needs, emphasizing the credibility of data and analytics over traditional trust-building methods based on image alone.26:48: Aaron explains that while Nitrogen isn't marketed as a compliance tool, solo advisors can significantly benefit from the platform as it helps them document client risk preferences and agreements, reducing the risk of legal issues in the future.35:13: Aaron emphasizes the need for top-tier wealth management firms to use top-tier technology and believes that integrating the right technology into the growth process is crucial for success.36:57: Jason points out that many large players in the industry have been acquired by even larger companies, and the landscape has shifted, making it more challenging to replicate past successes.3 Key PointsAaron Klein talks about Riskalyze's transformation over 12 1/2 years to Nitrogen Wealth, a platform for wealth management firms.Aaron discusses behavioral science's role in finance and introduces tools like "retirement maps" and "check-ins" for better client engagement.Nitrogen's focus shifted to being a growth platform. Aaron stresses the need for integrating top-tier technology in wealth management.Tweetable QuotesRisk is one of the critical dimensions when building investment proposals for clients. - Aaron"Emphasizing the issues with advisors not effectively aligning with clients' risk preferences, Nitrogen Wealth steps in to bridge the gap." - Aaron Klein "In the post-COVID era, trust-building evolves - data and analytics become more crucial than image alone." - Aaron KleinResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – Sponsorhttps://nitrogenwealth.com/Podcast Editing Hosted on Acast. See acast.com/privacy for more information.

Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day.   Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls   Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Pete on Tik Tok Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe

Today we are excited to be joined by Aaron Klein, a co-founder and CEO of Nitrogen Wealth, formerly known as Riskalyze. Aaron steered his company to Fast Company Magazine's list of the world's top 10 most innovative finance companies- twice! Beyond his corporate success, Aaron serves as a Sierra College trustee and co-founded a school project for orphans and vulnerable kids in Ethiopia. He's also been recognized by Investment News as one of the industry's top 40 under 40 executives. Join the discussion as Aaron shares his personal journey of growth and how he's managed to strike a balance between building a thriving company and nurturing a fulfilling family life. Discover the frameworks Aaron has implemented to achieve this equilibrium, and why planning for balance is crucial for every entrepreneur.   Join us today as we discuss these things: 1:30 – Aaron talks through the creation of Riskalyze and the exciting decision to rebrand the company as Nitrogen 8:02 – In order to maintain balance when scaling a business, pacing and prioritization are key 10:47 – The importance of creating structure and boundaries to maintain balance in personal and professional life + being present with your family when you're home 21:50 – Setting aside dedicated time for communication and teamwork with your spouse 26:38 – Embracing technology, like AI, as a tool to enhance efficiency + bring more balance into your life   RESOURCES Learn more about Aaron:  https://www.linkedin.com/in/aaronklein/   https://nitrogenwealth.com/   Email: travis@travisparry.com YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA  Get Travis' newest book!  

Do you know your risk tolerance? Is your risk tolerance the same as when you started your investments? In this episode, Don Anders describes what risk is, and how your risk changes over time, and goes through a screen share utilizing software to show how you can analyze your risk tolerance today.Ready to take the Riskalyze quiz? Click here: https://pro.riskalyze.com/embed/c15979a5cfd5e5f0c87cTo book an appointment with one of our advisors you can click here: https://calendly.com/andersfinancial/risk-tolerance-------------------Visit our website and social media:https://frsdrop.com/https://andersretirement.com/https://www.facebook.com/andersretirementFRS/https://www.instagram.com/anders.retirementhttps://twitter.com/AndersFinancialhttps://www.linkedin.com/andersretirementWe are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC and a Registered Investment Adviser. Anders Retirement & Investment Advisors and Madison Avenue Securities, LLC are not affiliated companies.Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Anders Retirement & Investment Advisors is not affiliated with, or endorsed by, the Florida Retirement System or any other governmental entity.

Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day.   Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls   Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island.   Pete on Tik Tok Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe

Episode Notes Riskalyze co-founder and CEO Aaron Klein reflects on 10 years of attending the T3 conference and speaks with technology editor Ryan W. Neal about how his company is helping financial advisors grow without twisting them into salespeople. Live from the T3 floor expo floor, Klein also talks about how the company is strategizing integrations and lighting the beam for the Sacramento Kings. Guest Bio: Aaron Klein is co-founder and CEO of Riskalyze. 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. InvestmentNews has honored him as one of the industry's top 40 Under 40 executives. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.

The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.

On today show I opened up about some of the struggles I've been having over the last six weeks or so and how it has all come to a head and then I had a great conversation with Barry Ritholtz The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Check out all things Jon Carroll Follow and Support Pete Coe Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page

About 30 Days to Make Your Money Count30 Days to Make Your Money Count is our FREE online course for DIY Investors and Small Business Owners. You'll have full access to our Premium Planning Portal, RiskAlyze portfolio checkup, #AskMeAnything Weekly Zoom Meetings, One-On-One coaching and much more. Our online Financial Planning Courses are generally designed to help you Save More Money, Pay Lower Taxes, And Build a Better Retirement. Sign Up for 30 Days to Make Your Money Count Click Here

Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 740 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Check out all things Jon Carroll Follow and Support Pete Coe Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page

The industry has big news and we have even bigger opinions. Grab a drink and join us as we rank what's underrated and overrated in wealth management. · Eric Clarke Retires· Three Joe Duran acolytes start “not United Capital 2.0” without him· Envestnet will roll out RIA custody by 2024, predicting 15-basis-point margins· InvestCloud CEO John Wise and management team ousted· Riskalyze rebrands as Nitrogen What's in a name Blog: https://potomacfund.com/whats-in-a-name/ We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-216-20230524 Hosted on Acast. See acast.com/privacy for more information.

On this episode Steven is joined by the CEO of the company formerly known as Riskalyze. Having recently rebranded to Nitrogen Wealth, Aaron joins Steven to discuss the evolution of their platform and how taxes are now incorporated into how they help Advisors attract, serve and retain clients. Steven and Aaron discuss the potential traps of unexpected tax bills from an investment portfolio and how the Nitrogen platform can help Advisors better understand the tax drag of specific investments and portfolios. https://bit.ly/42Tb4Dm

Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 740 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more On today's show I talk about the scam that my daughter was a target of and how to protect yourself and famlly anxd then welcome Ritholtz at 31 mins The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Check out all things Jon Carroll Follow and Support Pete Coe Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page  

You know the drill! The industry has news and we have opinions. Grab a drink and join us as we rank what's underrated and overrated in wealth management. · Altruist acquires award winning SSG custodial platform· Insight Partners and Adams Street invest in Altruist· Executive shake-up at Skience sees President/COO, CMO, CPO leave· Riskalyze opts for a rebrand as part of push for $1-billion valuation· Snappy Kraken announces collaboration with Morningstar We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaLPFM-214-20230428 Hosted on Acast. See acast.com/privacy for more information.

A new report from Bain highlighted a key statistic: Individual investors hold roughly 50% of the estimated near-$300 trillion of global assets under management. Yet those same investors hold just 16% of AUM in alternative investment funds. Some HNW investors are seeking to diversify away from public equities to safeguard their portfolios and are allocating to private market investments through alternatives. Opto Investments and Riskalyze recently announced a strategic partnership that combines Riskalyze's growth platform with Opto's technology-enabled private markets solution to build investment strategies that offer exposure to private credit, private equity, real estate, venture capital, and infrastructure. - Here are some additional resources to learn more about Riskalyze: The Riskalyze website · A press release announcing the new partnership with Opto: Riskalyze Partners with Opto Investments to Expand Access to Private Market Investment Solutions Aaron Klein's Twitter handle: https://twitter.com/AaronKlein Aaron on LinkedIn: https://www.linkedin.com/in/aaronklein/ Riskalyze on LinkedIn: https://www.linkedin.com/company/riskalyze/ Riskalyze on Twitter: https://twitter.com/Riskalyze Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.

Riskalyze co-founder and CEO Aaron Klein reflects on 10 years of attending the T3 conference and speaks with technology editor Ryan W. Neal about how his company is helping financial advisors grow without twisting them into salespeople. Live from the T3 floor expo floor, Klein also talks about how the company is strategizing integrations and lighting the beam for the Sacramento Kings.  Guest Bio: Aaron Klein is co-founder and CEO of Riskalyze. 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. InvestmentNews has honored him as one of the industry's top 40 Under 40 executives.

Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 740 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Check out all things Jon Carroll Follow and Support Pete Coe Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page

Taking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild, a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years at Morningstar, where she held positions as Chief Product Officer and Co-Head of Global Markets, managing a $700M portfolio of global software, data, and research businesses.With a Bachelor's degree from Northwestern University, a Master's in Russian and Central European economics from Indiana University, and a CFA designation, Tricia is an expert in her field. Recognized as "Women to Watch" by InvestmentNews and named "Most Likely to Change Wealth Management" by Financial Planning, Tricia is a true leader in the industry. She is currently Vice Chair of the CFA Institute Board of Governors and sits on the advisory board of Riskalyze and Financial Fitness Group.And that's not all! One of the many gifts you'll discover about Tricia Rothschild in this episode is that she is a pioneer in many ways, including her philanthropy endeavors. Tricia and her husband co-founded the Chicago Giving Circle, a community of families supporting local non-profits. In this episode, Tricia opens up about the evolution of Fintech, the importance of checking in, and women's representation in the industry. She also sheds light on the rebranding of Riskalyze and the difference between a CFA and CFP designation while sharing key lessons she's learned from trailblazing a long and successful career as a WealthTech Investor and Independent-minded fan of the disrupter and the underdog In The Suite. Some key points include the influence and evolution of Fintech, the importance of checking in, retaining women clients, and embracing creative methods to reach out to younger investors. Below is the agenda:Welcome Tricia!Congrats On Being Appointed to the Board of Directors (04.45)Rebranding Riskalyze (07:00)Lessons learned from 26 years at Morningstar (13:38)The Role of Certification In Careers (20:20)Women's Representation In The Industry (28:35)The Simple Concept Of a Check-In (32:44)New Year Resolution (37:10)About Financial Fitness Group (39:36)Family Life (45:00)How To Get In Touch with Tricia (47:15)Tricia's choice of charity (47:35)Resources Tricia Rothschild LinkedIn RiskalyzeFinancial Fitness Group (FFG) CFA Institute The Giving Circle

Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 800 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Check out all things Jon Carroll Follow and Support Pete Coe Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page

(0:25) Adam Holt- CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.(1:21) Kevin Lozer- Co-Founder of Holistiplan, and Principal/Founder Oakton Financial(2:50) Aaron Klein- Co-Founder and CEO at Riskalyze(5:04) Russell James- Professor of Charitable Financial Planning at Texas Tech University(7:25) Kristen Schmidt- Founder |Tech Strategist & Consultant at RIA Oasis and Fidelity Operations Summit Conference Speaker(9:50) Susan Mckenna- CEO of eMoney Advisor(12:11) Closing Remarks with James Werner, Co-Founder of Silicon Hills Wealth Management Hosted on Acast. See acast.com/privacy for more information.

Pod Crashing Episode 177 With Barry Ritholtz From Masters In Business Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business. Barry Ritholtz has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry is the creator and host of Bloomberg's Masters in Business radio podcast, and a featured columnist at the Washington Post. He is the author of Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.

Pod Crashing Episode 177 With Barry Ritholtz From Masters In Business Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business. Barry Ritholtz has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry is the creator and host of Bloomberg's Masters in Business radio podcast, and a featured columnist at the Washington Post. He is the author of Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.

Hello and Happy Tuesday before Thanksgiving! I will be posting shows everyday so thanks for listening! I think you will like my conversation with Barry today and I have a pretty good recap of the news for you too! So lets do it! Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 800 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Check out all things Jon Carroll Follow and Support Pete Coe Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page

Pod Crashing Episode 177 With Barry Ritholtz From Masters In Business Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business. Barry Ritholtz has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry is the creator and host of Bloomberg's Masters in Business radio podcast, and a featured columnist at the Washington Post. He is the author of Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.

Pod Crashing Episode 177 With Barry Ritholtz From Masters In Business Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business. Barry Ritholtz has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry is the creator and host of Bloomberg's Masters in Business radio podcast, and a featured columnist at the Washington Post. He is the author of Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.

Pod Crashing Episode 177 With Barry Ritholtz From Masters In Business Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business. Barry Ritholtz has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry is the creator and host of Bloomberg's Masters in Business radio podcast, and a featured columnist at the Washington Post. He is the author of Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.

What's new in the industry? Grab your favorite fall drink and join us as we rank what's underrated and overrated in wealth management. · InvestmentNews is for sale... again· Elon Musk takes control of Twitter and fires its top executives· Riskalyze to rebrand company and change name in 2023· Potomac hires wholesalers after saying they'd never hire wholesalers· Bob Veres calls out pay-to-play industry awards We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Data is at the heart of every organization, and the ability to effectively collect, store, and analyze data is critical to success. Yet, for many financial firms, data is scattered across different silos, making it difficult to get a comprehensive view of their customers and business operations. While data can only be useful if properly organized and accessible, how can financial services integrate data to power applications, analytics, and decision-making? In this episode, Jack talks with Kyle Van Pelt, Chief Executive Officer at Milemarker. Kyle joined Milemarker through Skience, where he was the Executive Vice President of Sales. Before his role at Skience, Kyle was a Solutions Manager at SS&C Advent and the Vice President of Partnerships at Riskalyze. His wealth of knowledge in the financial services industry and his passion for technology position him as the right leader to take Milemarker into its next era of growth and development. Kyle talks with Jack about how he developed expertise in financial services, what sets Milemarker apart from other advisory platforms, and how to make multi-account unified managed households a reality. Key Takeaways [01:03] - How Milemarker helps clients and advisors. [02:57] - How Kyle developed expertise in financial services. [06:23] - The source of Kyle's motivation and enthusiasm. [08:55] - What sets Milemarker apart from other advisory platforms. [12:20] - Milemarker's ideal clients.  [15:25] - What Milemarker has in store for the future. [19:22] - Kyle's thoughts on the trends to pay attention to for financial firms.  [21:47] - Making multi-account unified managed households a reality. [28:59] - Kyle's three key takeaways. [31:09] - How Kyle serves his community. Quotes [08:13] - "I have a thirst for learning about things. I have an addictive personality, and once something gets into my brain, I have to know as much about it as possible. And that's the DNA inside of me." ~ Kyle Van Pelt [09:29] - "There's about 80% that every firm shares in common. And then there's this 20% of an advisory firm's business that makes the firm unique." ~ Kyle Van Pelt [20:20] - "You can't have personalization without proper data. If the data are in different silos and all over the place, it's hard to do any level of personalization." ~ Kyle Van Pelt [24:04] - "The best thing that can happen for unified managed household, personalization, etc., is for people to pick their core competency, the thing they're really great at, the part of the stack they want to own, and own it.” ~ Kyle Van Pelt Links  Kyle Van Pelt on LinkedIn Milemarker Envestnet Black Diamond Asset Management Addepar Orion Advisor Solutions Riskalyze Skience New Orleans Pelicans Michael Kitces Jud Mackrill Kim Mackrill Morgan Stanley Carson Group Uber Lyft Randy Bullard WealthDesk Hungry For A Day Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

9/11, The Queen is Dead, NFL football kicks off and I have an awesome show for you!  Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 800 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more Maura Quint  is a humor writer and activist whose work has been featured in publications such as McSweeneys and The New Yorker. She was named one of Rolling Stone's top 25 funniest twitter accounts of 2016. When not writing comedy, Maura has worked extensively with non-profits in diverse sectors including political action campaigns, international arts collectives and health and human services organizations. She has never been officially paid to protest but did once find fifteen cents on the ground at an immigrants' rights rally and wanted to make sure that had been disclosed. She was the co founder and executive director of TaxMarch.org  She is now the Wealth Tax Campaign Director at the Americans for Tax Fairness The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. Check out all things Jon Carroll Follow and Support Pete Coe Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page

Aaron Klein's first lessons in entrepreneurship came at the tender age of 12. That same business wisdom is now embodied at Riskalyze, a growth-minded and award-winning financial services platform he co-founded. Hear what the CEO has learned in scaling his business from its humble beginnings to a 200-plus-employee powerhouse empowering financial advisors nationwide.

Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 800 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more  Glenn Kirschner is a former federal prosecutor with 30 years of trial experience.  He served in the U.S. Attorney's Office for the District of Columbia for 24 years, rising to the position of Chief of the Homicide Section.  In that capacity, Glenn supervised 30 homicide prosecutors and oversaw all homicide grand jury investigations and prosecutions in Washington, DC. Prior to joining the DC U.S. Attorney's Office, Glenn served more than six years on active duty as an Army Judge Advocate General (JAG) prosecutor, trying court-martial cases and handling criminal appeals, including espionage and death penalty cases. Glenn tried hundreds of cases in his 30 years as a prosecutor, including more than 50 murder trials, multiple lengthy RICO trials and precedent-setting cases.  Glenn's YouTube Channel Glenn's Podcast   The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island.   Check out all things Jon Carroll Follow and Support Pete Coe Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page

Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 800 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island.   Check out all things Jon Carroll Follow and Support Pete Coe Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page

The market is flooded with financial data. Firms are sitting on goldmines of information, yet most are not deriving maximum value from it. To unlock this value, data integration is key. It enables different systems, including those used by advisors and their clients, to communicate with each other. By having all of the data centralized in one place and accessible by all relevant systems, firms are able to gain a holistic view of their clients and their portfolios. Only then can they deliver truly excellent customer experiences. In this episode, Tommy talks with Kyle Van Pelt, CEO at Milemarker, an Integration as a Service (IaaS) company that delivers a fully-managed data integration platform for financial services companies. Prior to joining Milemarker, Kyle held leadership positions with several advisor tech companies, including wealth management platform Skience and risk management software Riskalyze.  Kyle talks with Tommy about how technology integration is a challenge for advisory businesses and how Milemarker can help solve it, new developments taking place in the wealth management industry, and why data integration is key to delivering excellent client and advisor experiences. Key Takeaways [01:57] - How Kyle began his professional career. [03:58] - Kyle's journey into the fintech and wealth tech industries. [05:39] - What cold calling is and how it works. [09:28] - How Kyle developed his expertise in wealth technology. [12:50] - How technology integration is a challenge for advisory businesses. [14:37] - How Milemarker solves data integration problems among financial services companies. [15:46] - An example of how an API (Application Programming Interface) works. [19:04] - What developments have been taking place in the wealth management industry. [23:05] - The power of data in delivering excellent advisor and client experiences. [26:29] - What Kyle learned from college sports setbacks. Quotes [13:48] - "Every financial advisor at the end of the day, their business is how well they serve their clients. So, when your technology is not talking to itself the way that you need it to, these firms cannot accurately represent themselves the way that they want to to clients and to prospective clients ultimately because they are not in control of their own data journey." - Kyle Van Pelt [22:27] - "We like to say at Milemarker, it's your data, your rules. If you have all of that at your control, you can write the rules about what type of client experience you want to build, what type of advisor experience you want to build, and what type of executive experience you want to build." - Kyle Van Pelt [25:02] - "You shouldn't be driving around with a foggy windshield in your business. You shouldn't be driving around without being able to answer the strategic questions. Your data, your rules." - Kyle Van Pelt Links  Kyle Van Pelt on LinkedIn Milemarker Pelicans Liberty University Riskalyze Mammoth.vc Black Diamond Planners Skience Jud Mackrill Kim Mackrill Orion Advisor Technology Uber Twilio Amazon Redshift Envestnet Vestia Personal Wealth Advisors Hightower Advisors Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 800 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island.   Ophira Eisenberg is a Canadian-born standup comedian and writer. She hosted NPR's nationally syndicated comedy trivia show Ask Me Another (airing on 400+ stations) where she interviewed, joked, and played silly games with some of the biggest and funniest folks in the world.  Lauded as “hilarious, high risk, and an inspiration,” Ophira filmed her comedy special Inside Joke, when she was 8½ months pregnant. The show's material revolves around how she told everyone that she was never going to have kids, and then unexpectedly found herself expecting at “an advanced maternal age.” Inside Joke can be found on Amazon and iTunes, along with her two other comedy albums, Bangs!and As Is. She has appeared on Comedy Central, This Week at The Comedy Cellar, Kevin Hart's LOL Network, HBO's Girls, Gotham Live, The Late Late Show, The Today Show, and VH-1. The New York Times called her a skilled comedian and storyteller with “bleakly stylish” humor. She was also selected as one of New York Magazine's “Top 10 Comics that Funny People Find Funny,” and hailed by Forbes.com as one of the most engaging comics working today. Ophira is a regular host and teller with The Moth and her stories have been featured on The Moth Radio Hour and in two of The Moth's best-selling books, including the most recent New York Times Bestseller Occasional Magic: True Stories About Defying the Impossible. Ophira's first book, Screw Everyone: Sleeping My Way to Monogamyi s a comedic memoir about her experiments in the field as a single woman, traveling from futon to futon and flask-to-flask, gathering data, hoping to put it all together and build her own perfect mate. She is also sought after as a brilliant interviewer and moderator, and has interviewed dozens of celebrities, writers, and actors. Originally from Calgary, Alberta, Canada, Ophira graduated with a Cultural Anthropology and Theater degree from McGill University. She now lives in Brooklyn, NY where she is a fixture at New York City's comedy clubs   Check out all things Jon Carroll Follow and Support Pete Coe Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page

Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 800 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more Also supporting the show this week is Indeed.com/Standup I am on "Vacation" this week so I will have one guest and guest hosts all week.  The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island.   Check out all things Jon Carroll Follow and Support Pete Coe Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page

Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 800 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more Also supporting the show this week is Indeed.com/Standup The GREAT Barry Ritholtz who has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry Ritholtz is the creator and host of Bloomberg's “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.   Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island.   I spoke with Thom Hartmann about his new book: The Hidden History of Big Brother in America: How the Death of Privacy and the Rise of Surveillance Threaten Us and Our Democracy Thom Hartmann is a progressive national and internationally syndicated talk show host whose shows are available in over a half-billion homes worldwide. He's the New York Times bestselling, 4-times Project Censored Award-winning author of 24 books in print in 17 languages on five continents. Thom is a progressive national and internationally syndicated talk show host whose shows are available in over a half-billion homes worldwide. He's the New York Times bestselling, 4-times Project Censored Award-winning author of 24 books in print in 17 languages on five continents His radio show is syndicated on for-profit FM and AM radio stations nationally, on non-profit and community stations nationwide by Pacifica, across the entire North American continent on SiriusXM Satellite radio (Progress, Channel 127), on cable systems nationwide by Cable Radio Network (CRN), via subscription audio podcasts, worldwide through the US Armed Forces Network, and through the Thom Hartmann iOS and Android apps. The radio show is also simulcast as TV in real-time into nearly 40 million US and Canadian homes by the Free Speech TV Network on Dish Network, DirectTV, on cable TV systems nationwide, and live on both YouTube and Facebook.   Check out all things Jon Carroll Follow and Support Pete Coe Follow and Support Gareth Sever  Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page