Hosted by Flyer Financial · 🇺🇸 US · EN-US · 33 episodes
Established thought leaders with verified media credentials.
Welcome to In the Money with Flyer Financial Technologies, the company that builds cutting-edge technology designed to solve asset and wealth management firms’ toughest trading workflows. In this podcast, we help advisors and asset managers understand how technology is transforming the WealthTech sector. We’ll cover how to leverage technology for faster, smarter investment decisions, mega-trends, and more. Tune in to hear our guest experts explore the biggest challenges and opportunities in the WealthTech game.
Flyer Financial hosts In the Money, a business show with 33 episodes published.
Growth is on every trust leader’s mind, but for many firms, scaling creates operational drag that pulls their best people away from client relationships. How do you build capacity for growth without sacrificing t
Technology is meant to create space for deeper thinking, yet many firms feel more rushed than ever. Busy workflows, manual processes, and unclear priorities often crowd out time for clients and strategy. In this episode,
Operations is the hidden engine that turns ambition into enterprise growth. Yet, for many firms, it’s overlooked until bottlenecks appear. In this episode, Rusty Sommer speaks with Matt Sonnen, Chief Operating Officer of
Wealth management firms are drowning in technology, but which tools truly matter? In this episode of In The Money, host Rusty Sommer talks with Chip Kispert, Managing Partner of Beacon Strategies, about separating hype f
Wealth management is evolving rapidly, and technology is no longer just a support tool; it’s a driver of strategic growth. How can advisors deliver truly personalized client experiences while running more efficient busin
Are you struggling to articulate your brand’s story or connect with clients in a meaningful way? Discover the art and science behind building a powerhouse brand that supports growth and client trust. In this episod
What if your financial data could talk? Would it reveal new secrets about your clients, business, and the future of wealth management? In this engaging episode of “In the Money,” host Rusty Sommer dives deep
How is Artificial Intelligence reshaping the wealth management industry? In this episode, Rusty Sommer sits down with John O’Connell, CEO and Founder of The OASIS Group, at the bustling Market Council Summit in Las
How is cutting-edge technology reshaping portfolio management with advanced reporting? Join Rusty Sommer as he sits down with Bill McFadden, President and CEO of GreenHill Investment Reporting, to explore the evolving in
What if your tech could read your client’s mind? In this episode, Rusty Sommer interviews Kartik Srinivasan about the technologies that are reshaping financial advising. They explore how advisors are navigating inc
What role does human connection play in the ever-evolving world of wealth management? In this episode, Rusty Sommer speaks with Kate Healy of AdvoKate IQ about the importance of personal interaction in an industry increa
Are you keeping pace with the rapidly changing landscape of independent financial advice? If your practice isn’t evolving, you might be left in the dust. In this episode, Rusty Sommer sits down with Brian Hamburger
Are you ready to take center stage in financial advice? Discover what it takes to make true partnerships and community-building the cornerstone of your business strategy. In this episode, Rusty Sommer sits down with Andr
How will embracing technology today redefine financial advising tomorrow? In this episode, Rusty Sommer speaks with Joel Bruckenstein, a leading voice in financial technology, to explore the transformative power of today
What sparked the evolution of RIAs? In this episode, Rusty Sommer sits down with Robb Baldwin, CEO of TradePMR, at the Market Council Summit in Las Vegas. Together, they have a candid conversation on the history and evol
What will shape the financial landscape by 2025? Join us as we dive deep into predictions for the future of wealth management. In this episode, Rusty Sommer dives into the future of wealth management with an exciting lin
Will AI transform wealth management overnight? In this episode, Rusty Sommer speaks with Tony Stich from MarketCounsel about the fascinating insights and key takeaways from the latest industry summit. Dive into the world
Are you ready to revolutionize your firm’s growth strategy in the wealth management industry? Discover how to unlock the full potential of your wealth management firm with growth strategies and technology integrati
Is your financial advisor about to be replaced by AI? The answer isn’t as simple as yes or no. Tune into this episode to discover how AI is doing more than just automating repetitive tasks—it’s redefining the role
What factors are driving the continuing evolution of wealth management? In this episode, we dive into the world of private equity with industry insiders! Explore the impactful role of private equity in the wealth managem
Dan O'Brien
senior modeling analyst · Oxford Brookes University
1 appearance on this show
Randy Lambert
Owner of Lambert Home Inspections · Intention.ly
1 appearance on this show
Jason Pereira
senior partner and financial planner · Woodgate Financial
1 appearance on this show
Lex Sokolin
Generative Ventures
1 appearance on this show
Chip Roame
Tiburon Strategic Advisors
1 appearance on this show
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In the Money is hosted by Flyer Financial. The show is categorised under business (marketing) and has published 33 episodes.
In the Money has published 33 episodes.
In the Money regularly covers business, marketing. It sits in the business category, with a marketing focus.
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Episodes of In the Money average 26 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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