Mar 18, 2025
Advisor Tech with Jump Advisor AI CEO Parker Ence
Hosts Brad Wright and Kevin Williams are joined by Parker Ence, CEO
and cofounder of Jump
Advisor AI.
Parker is an entrepreneur and operator with 12 years CEO/cofounder
experience across advisor
tech, data, AI, and SaaS. As CEO, he’s operated companies in
spinoff,...
Mar 11, 2025
Have you thought about making your business fully remote? Or perhaps it is and you’ve wanted to relocate? That’s the story of today’s guest, Erica Feldblum, and LPL advisor, on this week’s episode of the WPP. Listen in has Erica shares her story. Over 30 years she has developed specific niches working with...
Mar 4, 2025
Hosts Brad Wright and Chris Boyd are joined by Michael Bell, CEO
of Meketa Capital
Michael has more than 25 years of experience in the investment
management and wealth
management industries. He is the Chief Executive Officer of Meketa
Capital as well as the
Founder and Chief Executive Officer of Primark Capital.
Prior...
Feb 25, 2025
Hosts Brad Wright and Kevin Williams are joined by Scott
Gottlieb of U.S. Compliance
Consultants.
Scott is President of U.S. Compliance Consultants, a full-service
compliance consulting
company that focuses exclusively on state and SEC-registered
investment advisers.
Scott founded U.S. Compliance Consultants in 2004....
Feb 18, 2025
Direct Indexing Strategies with Greg Kanarian, JD, CFA
Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies.
Greg joins the show to talk all things direct indexing - what it is, common benefits and...