FPPad Tech Tour: Advisor fintech veteran Blane Warrene

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: https://www.tamaracinc.com
Orion Advisor Services: https://www.orionadvisor.com
Redtail Technology: https://corporate.redtailtechnology.com

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.
11:57 Support for the Foundation for Financial Planning
13:29 Could I interest you in a music throwdown?


Author Bill Winterberg

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