Podcasts about vestorly

Anirudh Singh sits down with Aaron Schumm, Founder and CEO of Vestwell. In this episode they discuss: - Aaron's first company, FolioDynamix - Launching Vestwell 6 days after selling FolioDynamix - The small business retirement landscape in the U.S. And much more! Aaron Schumm: Aaron is the founder & CEO of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Our cloud-based digital recordkeeping platform provides the underlying architecture to support financial services and payroll partners, who are rapidly working to serve the 30M small businesses in the country. Prior to founding Vestwell, Aaron co-founded FolioDynamix, a wealth management fintech platform. At FolioDynamix, Aaron oversaw the strategy, revenue, marketing, customers and product development. FolioDynamix was acquired by Envestnet (NYSE: ENV). Outside of Vestwell, Aaron has served on the board of directors and the advisory board for several fintech companies, including Quovo (acquired by Plaid), Vestorly, OfColor, and Chalice Financial Network. Aaron holds a B.S. degree in finance from the University of Illinois, Urbana-Champaign and an M.B.A. degree from Duke University's Fuqua School of Business. He was included in InvestmentNews' 40 Under 40 and WealthManagement.com's "10 to Watch." For more FinTech insights, follow us below: Medium: medium.com/wharton-fintech LinkedIn: www.linkedin.com/company/wharton-fintech-club/ WFT Twitter: twitter.com/whartonfintech Anirudh's Twitter: twitter.com/avsingh_24

The tools for digital marketing are powerful and plentiful. There are advanced tools to help you target potential customers by analyzing online behavior, tools to help you distribute materials through a myriad of channels—when you're ready to promote your business and engage your audience, you'll find yourself with an arsenal of software solutions. There's just one thing missing… Right, the content. When Ralph Pahlmeyer founded Vestorly, which began as an automated marketing platform, he discovered content is what his clients needed the most. Now Vestorly uses artificial intelligence to deliver content customized for target audiences. On this edition of UpTech Report, Ralph discusses in more detail his efforts to develop his content engine, and the business decisions that drove him to license this technology to other market automation platforms.

There is no denying that the amount of content occupying the digital space is innumerable. To filter through content and find items that suit you or your business flawlessly seems impossible. Perhaps not quite, as content is forever expanding so too is our technology. With Vestorly you can discover, filter, and personalize content with their AI-driven content management engine. By leveraging machine learning this innovative engine can deliver personalized and relatable content. It is an amazing opportunity for companies to engage with the right content and utilize it in your marketing campaigns. At this point, you can imagine that Vestorly uses personalized paths in their own marketing funnels. We were privileged to not only speak to the CEO, Ralph Pahlmeyer but the head of marketing too, Joel Goobich. Ralph succinctly displayed the benefits and advantages of this cutting-edge technology, while Joel offered his personal insights into marketing techniques and growth channels. As Joel makes clear that a website should act as a marketing funnel too his team works to provide directed and personalized paths to guide their prospects down and ultimately lead to further personalization in the demos and conversations. With that ultimate human touch in combination with new technology, the clients walk away completely satisfied. You have to admit Pathmonk and Vestorly sounds like a winning combination for any marketers out there!

Episode title:Serial Marketers with David BerkowitzInterviewer: Bradley Caro CookInterviewee: David Berkowitz In this Career Up Now Socially Distanced Close-Up podcast, Bradley Caro Cook interviews David Berkowitz, the Consultant and Founder at Serial Marketers. He is also the Digital Marketing and Strategy Lead at Research Your Health plus the Advisor at Vestorly and Dedicated.ai. For David Berkowitz, entrepreneurship is more about creativity and less about the business aspect of it. He mentions that not everyone has a clear plan for their future; like him, some individuals learn firsthand and figure things out along the way. He advises entrepreneurs who are new to the field that learning from professionals is vital plus nowadays, there are so many ways to get in touch with experts, so there shouldn't be any reason to hold back. Let's join David Berkowitz and our host Bradley Carp Cook for this riveting conversation.

Sponsored By: Arrest Founder Stress I always find it so fascinating when Founders create technology that helps creates win wins for everyone. That's what Ralph and the team at Vestorly did for many of us who are content creators. Listen as Paul details the path he took and how his aversion to conflict created a problem that he has learned to overcome.

Sponsored By: Arrest Founder Stress I always find it so fascinating when Founders create technology that helps creates win wins for everyone. That's what Ralph and the team at Vestorly did for many of us who are content creators. Listen as Paul details the path he took and how his aversion to conflict created a problem that he has learned to overcome.

Chris Sica went to U. Richmond and while earning a degree in Biochemistry, got his start in sales and marketing by building a sales organization that did over 1mm in revenue before graduating. He then moved to NYC and was the Dir. of Business Development for a fintech startup, Vestorly, that completed it's series A in 2017. He then saw an opportunity in the college textbook market and built a textbook wholesaling business with reps in 28 states. Not well versed in web development, but needing an app, he moved to Austin Texas and with his co-founder, started his idea of the perfect coding school, Austin Coding Academy. It is the largest coding bootcamp in Texas by students. He is currently the Chief Revenue Officer for The Ronin Society, a consultancy that helps business owners scale using budgets, forecasting, and weekly strategy sessions. About Inside Great Minds with Adam Outland Why do so many of us fall short of our capacity for greatness? It often relates to our decision-making principles in work and in life. Adam Outland interviews small business owners who are growing the next big idea, and fortune 500 CEO’s who make decisions that affect thousands. Inside Great Minds leans on Adam’s experience as a coach and consultant to allow listeners to see into the thinking and journey of those who are making an impact. Join the conversation! Facebook Page: https://bit.ly/GreatMindsPage Facebook Group: https://bit.ly/GreatMindsGroup   Podcast Show Page: https://bit.ly/IGMShowPage    

Bryan has been in leadership, sales management, and sales training for fifteen years. Started his career at NASA at age of 16. Recently, he was the Head of Sales at Sols, Vice-President of Sales at Bizzabo, Vice-President of Global Sales and Sales Operations at Vestorly, and Inside Sales Manager at ZocDoc. His specialty is taking early stage companies to profitability.In today's episode Bryan share with Christina five key trends that will impact the human race.You can learn more about Bryan and Ahura AI at https://ahuraai.com/To find out more about the SingularityU community visit www.su.orgTo attend the SingularityU Australia Summit in October this year visit www.singularityuaustraliasummit.com

If you're still stuffing mailers, making cold calls, and tweeting the occasional Warren Buffet interview to a handful of followers, it's time to upgrade your marketing strategy and let data driven content drive some foot traffic through your front door. On today's show, Justin Wisz, the co-founder and CEO of Vestorly, talks about how automated content and advanced AI can provide "delightful digital experiences" that will engage your client base beyond their balance sheets and, potentially, streamline your entire practice.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Justin Wisz, co-founder and CEO of Vestorly, on how artificial intelligence can be used by investment advisers to augment profitability.

The Envestnet Advisor Summit was packed with an agenda of top speakers and a multitude of sessions to choose from. And they capped it off with a closing keynote from Ohio State football coach Urban Meyer. Meyer’s talk was so good and insightful that I’m now a Buckeye fan—except when they play Wisconsin and Nebraska! Here are six of my takeaways from the event plus a bonus interview with Vestorly co-founder Justing Wisz. Make sure you listen all the way to the end as I ask Justin what was the most important thing he learned when he worked for mega-RIA Ken Fisher. His answer may surprise you. 

On today’s broadcast, Betterment launches 401k plans for business, Morningstar updates its iPad app for advisors, Vestorly raises a new venture capital, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Betterment for Business Officially Launches and Announces Advisory Board from PRNewswire.com [This week’s top story […]