Experts advise on how having the right technology in place for scaling financial planning and insurance and annuities help advisors create a holistic wealth management experience for their clients.
During this podcast episode, Ted Denbow, Vice President & Head of sales at RightCapital, Ross McGoodwin, Regional VP of Member Success from DPL Financial Partners, and Kyle Fleming, Senior Manager of Product Development at SS&C Black Diamond, discuss insights into their integrated collaboration. They also provide expert advice on how having the right technology in place for scaling financial planning and insurance and annuities helps advisors create a holistic wealth management experience for their clients.
Kyle Fleming is a Senior Manager of Product Development for SS&C Advent, focused on connecting Advisors and their Clients while driving Advisor efficiency through technology. He achieves this primarily through his work on the SS&C Black Diamond® Wealth Platform. Kyle has worked in the financial technology space for over a decade and specializes in product strategy, early-stage product development, and cross-platform initiatives. Kyle is a CFA® charter holder and a member of the CFA Institute and CFA Society of Jacksonville, FL.
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Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RIAs, helping them find solutions that deliver greater value to their clients. Before joining DPL Financial Partners, Ross distributed insurance products for three years in the RIA channel. He holds his Series 6 and 63, and his Kentucky Life Insurance License.
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Ted has more than 25 years of experience in the financial services industry, focusing on information technology, eMarketing, technology enablement, and sales. Prior to joining RightCapital, Ted was the National Director of Sales Technology at Prudential Financial. During his time at Prudential, he helped develop and implement numerous award-winning platforms supporting the sales efforts internally and externally with financial advisors. Ted collaborated with sales professionals to communicate the value of leveraging technology to gain an edge in the marketplace.
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