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The Future is Now
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Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.
Podcast Episode Title: The Future is Now
Podcast Episode Description: This episode features conversations Paul has had surrounding the future of our industry and how advisors can leverage the many digital platforms available.
Paul talks with Barnum’s CTO Stefano Martini about how advisors can evolve to become digital, the future of FinTech in our field with Paul Tyler, Head of Enterprise Marketing and Marketing Innovation with Zinnia, how Barnum is solving the data needs of our advisors with Barnum’s Director of Business Intelligence Marwan Khoury and the CEO of WealthFeed, Sam Kendree, about how to identify money-in-motion prospects.
0:00 Intro
0:40 Stefano Martini, How Advisors Can Evolve To Become Digital
11:50 Paul Tyler, The Future of FinTech
19:09 Marwan Khoury, Solving the Data Needs of Advisors
25:44 Sam Kendree, Identifying Money-in-Motion Prospects
30:10 Outro
Follow Paul Blanco on Instagram: @paul.f.blanco
Podcast Disclosure:
All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.
Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.
CRN202802-8213009
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