Monthly Archives: September 2015

FPPad Tech Tour: Michael Kitces

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As we make our way up the east cost, we could not turn down the opportunity to meet with Michael Kitces, a prolific contributor to the financial planning industry. We met at his home to talk about what drives him to create so many educational and business resources for financial advisors.

(Watch FPPad Tech Tour with Michael Kitces on YouTube)

Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at http://www.fppadtechtour.com/

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:
0:10 FPPad Tech Tour Intro
1:05 Tell me about your passion for supporting and educating financial advisors
3:46 Why have you created so many businesses to help advisors?
6:20 What’s a typical day like at Nerd HQ?
8:00 The official Kitces blue-shirt uniform back story
8:58 THE BLUE SHIRT VAULT REVEAL!!
11:48 On the way to the airport talking about balancing business demands
13:04 What’s part of your future in this industry?
15:40 Why do you create SO MUCH content?
17:47 Your support for the Foundation for Financial Planning

 

FPPad Tech Tour: Advisor fintech veteran Blane Warrene

By | FPPad Tech Tour | No Comments

We left Charlotte, North Carolina behind and hit the road for Raleigh Durham, where we connected with Blane Warrene at the American Tobacco Campus. Blane’s involvement in financial services technology came quite by accident, so I asked him to tell me more about that over a cold glass of lemonade.

(Watch FPPad Tech Tour Season 1 Episode 3 with Blane Warrene 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:
0:08 FPPad Tech Tour Intro
0:44 What’s your back story?
3:10 Why are you an advocate for financial advisors?
4:30 Was Arkovi created intentionally, or was it a happy accident?
6:16 What happened after RegEd acquired Arkovi?
7:03 Why do you focus on cybersecurity issues for advisors?
8:34 What are you looking to do in your future?
9:58 Tell me something advisors don’t know about you.
11:04 AWESOME FLASHBACK PHOTOS!!!
11:57 Support for the Foundation for Financial Planning
13:29 Could I interest you in a music throwdown?