Monthly Archives: August 2015

FPPad Tech Tour: Portfolio Pathway VP Anthony Valente

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Our second stop in Charlotte, North Carolina is with Anthony Valente, Vice President of Business Development for Portfolio Pathway.

We picked up a hot dog and a soda before sitting down to talk about how Anthony first connected with Portfolio Pathway and why he works hard to support financial advisors.

(Watch FPPad Tech Tour Season 1 Episode 2 with Anthony Valente on YouTube)

FPPad Tech Tour is brought to you by the following Back Stage Sponsors:
Envestnet|Tamarac: http://www.tamaracinc.com
Orion Advisor Services: http://www.orionadvisor.com
Redtail Technology: http://corporate.redtailtechnology.com

CHAPTER MARKERS:
0:14 FPPad Tech Tour Intro
1:07 Anthony’s connection with Portfolio Pathway
2:03 How has Portfolio Pathway stayed competitive?
3:00 Why do you work on technology that supports financial advisors?
3:51 What’s your typical day like when working with advisors?
5:36 How accessible are you for advisors?
6:33 How to you maintain balance in your day-to-day life?
8:36 Why the baseball glove?
8:57 Support for the Foundation for Financial Planning

FPPad Tech Tour: LPL Financial CIO Victor Fetter

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This is the season premiere of FPPad Tech Tour!

Note: Treat this video as you would treat a TV show. FPPad Tech Tour is committed to telling the stories of people who are working hard to support financial advisors. These stories can’t be told in a two-minute video. So fire up your Apple TV, Chromecast, or your smart TV, kick off your shoes, and enjoy this up-close-and-personal video series.

Our first stop on FPPad Tech Tour is in Charlotte, North Carolina, where we met up with Victor Fetter, CIO of LPL Financial to learn about what attracted him to manage LPL’s technology solutions for the nation’s largest independent broker dealer.

(Watch FPPad Tech Tour Season 1 Episode 1 with Victor Fetter on YouTube)

CHAPTER MARKERS: 0:16 FPPad Tech Tour Intro
1:10 How did your career bring you to LPL Financial LLC?
2:55 How do you accommodate and respond to the needs of a diverse group of financial advisors?
4:55 Victor speaks about candid conversations with financial advisors
6:29 What’s your typical day like? How much do you interact with financial advisors?
7:53 Victor talks about connections with LPL Financial advisors beyond the business setting
8:43 One secret not many people know about you
11:14 How do you feel about automated investment services, aka robo advisors?
12:38 What are you telling advisors to do about automated investment services?
13:09 Where do you get your best information on where the industry is headed?
14:40 We take a drive to Fort Mill, South Carolina to view the construction site of the new LPL Financial facility
15:45 What investments are you and LPL Financial making for the future of financial advisors?

FPPad Tech Tour: We forgot one thing!

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After living out of Marriott hotels for three weeks on FPPad Tech Tour, we forgot just one thing on our entire trip!

Big thanks to TownePlace Suites Harrisburg West/Mechanicsburg by Marriott for finding the little guy and returning him to his owner!

And don’t forget to donate to the Foundation for Financial Planning to support their pro-bono financial planning efforts across the country. inStream Solutions is matching your contributions dollar-for-dollar up to $8,000 in 2015!ffp donate now button