Facet Wealth CEO Anders Jones is seeking to change the ugliest parts of wealth management. A recent clip on the culture @FacetWealth and the impact they're seeing in people's lives 👇 (with Ron Bullis on The Future of Advice™ | Full episode coming next week)

Congrats to Steve Lockshin (Steve Lockshin) and Vanilla (Vanilla) on their recent $11.6m raise! They're changing the way estate planning is done today. Steve joined The Future of Advice™ to talk about his vision for modernizing wealth mgt (link in bio)

The Future of Advice™. Gavin Spitzner (Gavin Spitzner). Ron Bullis (Ron Bullis). Coming soon! #wealthmanagement #financialplanning #fintech

Incredible quote from Anna Wintour on in-person work: “I’m not a social scientist. I don’t study productivity….what I can tell you is that the sense of community - is real, sustaining and not replaceable through our screens.” Taking this from an email from Feldman Equities LLC 👇

This backdrop from the @apexclearing offices of this Gavin Spitzner interview 😵

Brad Gilbert (Brad Gilbert). Man of the people. #USOpen

Facet Wealth (@FacetWealth) has made some headlines. Ron Bullis sat down with Anders Jones to talk about the changing needs of today's wealth management clients and how to break old models to deliver new value. See the full conversation here 👇 youtu.be/u61R2AWZE_Y

What do we do with crypto? Chris King (Chris King). Ron Bullis (Ron Bullis). The Future of Advice™ Podcast. Coming soon! (Subscribe w/link in bio) #wealthmanagement #crypto #fintech

"The future of financial advice involves a lot more crying." - Gavin Spitzner (Gavin Spitzner) on The Future of Advice™ with Ron Bullis (Ron Bullis) Fantastic podcast dropping tomorrow at 10AM ET. (Subscribe w/ link in my bio) #fintech #wealthmanagement

This was a fun one. If you don't know Gavin Spitzner (Gavin Spitzner), it's time. He's been a consultant to the biggest firms in wealth management. His advice for advisors, firm leaders, and evolving client needs on The Future of Advice™ 👇 youtu.be/tQQHdRG_akM

Ben Carlson (Ben Carlson) came on The Future of Advice™ today to talk about creating content in this industry with Ron Bullis (Ron Bullis) Excited to share in a few weeks!

Start your week with some advice from Colony Group CEO Michael Nathanson (Michael Nathanson) - "If your primary stakeholder is you – you might be in for a rude awakening." #wealthmanagement #fintech #finserv

We asked Steve Lockshin (Steve Lockshin) – what's the future look like? Here's his 3 predictions for the future of our industry: 1. Fiduciary / Non-fiduciary clarity 2. Major improvements in tech 3. Automation will take over mundane tasks #thefutureofadvice #fintech

Wealth management firms aren't spending money on marketing. "They're woefully behind." says Megan Carpenter (@megan_ficomm), CEO of Ficomm Partners (on The Future of Advice™ with Ron Bullis (Ron Bullis) #wealthmanagement #marketing

Big news 👇 Spotify has approved Lifeworks as part of a small group of creators across the country to be the first to use its video podcasting feature. Now, every The Future of Advice™ episode on Spotify will have both full video and audio 🔥

Is charging only for asset management a dying method? "...The world is certainly moving to a pay-for-service model." Doug Fritz (Doug Fritz) tackles the reality that most advisors will face in their careers (on The Future of Advice™ podcast with Ron Bullis)

OUT NOW: What do we do with crypto? For clients? For advisors? Ron Bullis (Ron Bullis) and Chris King (Chris King). The Future of Advice™ podcast. How advisors should think about crypto, where fintech is headed, and how to win the future 👇 youtube.com/watch?v=mvZBxA…

Is bitcoin used for illegal activity? Chris King (Chris King) lays out the truth on The Future of Advice® podcast with Ron Bullis (Ron Bullis) 👇 #wealthmanagement #bitcoin #crypto

OUT NOW: Ben Carlson (Ben Carlson). The Future of Advice® podcast. Ben and the team at Ritholtz Wealth have been revolutionary for firms who are thinking about creating their own content. Our conversation about how to drive value with content 👇 youtu.be/gIcxbkzehq0

We spent the first part of this week shooting promo videos for some exciting new projects for advisors! More announcements to come soon.