Skip to content
Episode 63 – Enabling Advisor Scalability Through Technology – With Rusty Sommer episode artwork

Dec 17, 2021 16 min

Episode 63 – Enabling Advisor Scalability Through Technology – With Rusty Sommer

from Power Your Advice

Rusty Sommer is the managing director of strategic relationships at Flyer Financial Technologies, which develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies. Doug and Rusty caught up at the MarketCounsel Summit and talked about Flyer Financial Technologies and how they help advisors deliver personalized investment portfolios at scale. They also discuss What trends Rusty is following in 2022 How the role of advisors evolved over the last five years How Flyer Financial Technologies has differentiated itself in a crowded market Three things for advisors to consider when upgrading their tech stack How can the industry do a better job of educating investors? Resources: Flyer Financial Technologies | FP Transitions Source

Episode details come from the podcast's RSS feed.

Embed this episode

Ready to play

Episode 63 – Enabling Advisor Scalability Through Technology – With Rusty Sommer

0:00 16:04

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

Wild WinsDay Wild WinsDay Pump the hump with WILD WINSday 🐪💪: Your 3-minute weekly video boost for leadership, sales, marketing, and business breakthroughs to WIN the day! The Course Mentors Podcast The Course Mentors Hey there, future course creator! Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon! Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks. No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself. Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently asked questions

How long is this episode of Power Your Advice?

This episode is 16 minutes long.

When was this Power Your Advice episode published?

This episode was published on December 17, 2021.

Can I download this Power Your Advice episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.