The WealthStack Podcast: Making Data Actionable

#Lifestyle Wealth


Find Related Resource Information

To help practices monitor, measure, protect and grow their business, FP Transitions provides a valuation driven by customized benchmarks against 50 to 60 key performance indicators. The end result is enabling wealth managers to achieve their goals for mergers and acquisitions, enterprise development, valuation and growth. 

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Scott Leak, director of business development at FP Transitions, on how to distill all the data they provide and to make it actionable at the firm level.

Shannon and Scott discuss:

  • What kind of data should advisors be looking at especially when it comes to major decisions or transitions
  • The importance of advanced planning
  • Examples of advisors who have taken action with their data and the end results
  • How FP Transitions takes a different approach to benchmarking 

Connect with Shannon Rosic:

Connect with Guest:

About Our Guest:

Scott started at TD Ameritrade just before the turn of the century and spent the last decade helping them build their Advisor Services division. He was one of the first employees dedicated to launch that effort, and he helped them scale all the way up. In fact, Scott was so dedicated to serving advisors to the best of his ability that he earned his CFP® designation in 2010, helping him gain a deeper understanding the unique challenges advisors face.

While at TD Ameritrade, Scott wore a variety of hats. For example, he spent a decade serving as their Director of Sales and Relationship Management and led a nationwide team supporting emerging registered investment advisor (RIA) practices. Prior to his leadership roles, he was also named as his team’s salesperson of the year three times, which attributes to his consultive approach with his advisors.

PropellerAds

What drives Scott is the opportunity to sit across the table from the partners of an advisory practice, helping them shape —and then achieve —the vision for their business. Scott says, “I want to do what I can to elevate the public understanding of, and trust in, the independent model.” He believes that helping advisors create enduring, transferable businesses plays a huge role in that effort.

Scott chose to join FP Transitions because he sees us as a pioneer in supporting independent advisors. As a Senior Consultant here, he can tap into his extensive expertise to help advisors grow and protect their business. He sees particular value in leveraging our Equity Management Solutions™ to help advisors compare their practice valuations to industry peers and to identify opportunities to maximize that valuation.

Scott is also a seasoned and talented golfer who has played in the Nebraska Mid-Amateur Golf Championship twice. If you need recommendations for a dinner pairing, ask Scott. He’s earned the Level 1 and Level 2 awards in wines from the Wine & Spirit Education Trust (WSET).

THE FUTURE OF WEALTH MANAGEMENT IS DIGITAL, and cutting-edge technology is powering a new generation of growth-minded advisors. Find out more at WealthStack.

https://www.wealthmanagement.com/technology/wealthstack-podcast-making-data-actionable

To Find More Information, Go To Saubio Digital And Look Up Any Topic

Please follow and like us: Share This Post




Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.

So browse through a category and make your  preferred selection and come back here to read  more choice articles and get a few more helpful tips on ways to help your enhancement.



Detoxing Reviews

Best Body Detoxification Guides & reviews





Colon Cleanse Reviews

Best Colon Cleanse Guides & Reviews





Weight Loss Ebook Reviews

Weight loss products really work! Click here





Dating and Romance Ebook Reviews

Looking for Dating Guides? Click here





Free Traffic System - Increase Targeted Website Traffic with Free Unlimited One Way Links

As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”

Leave a Reply

Your email address will not be published. Required fields are marked *


Saubio's Promo Tools