Episode 99 – Moving Technology from the Why to the How – With Craig Ramsey
July 6, 202214m 14s
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Show Notes
Craig Ramsey is the Chief Operating Officer at AdvisorEngine, a pioneer in digital wealth management technology that supercharges advisor growth with its powerful and intuitive digital platform.
Doug and Craig sat down at the T3 Advisor Conference and talked about how financial technology can get closer to the level of technology utilized in other industries. They also discussed:
- What technology advisors are going to be able to implement for their clients
- Why Craig chose to acquire Junxure and the challenges faced in the acquisition
- Craig’s outlook on being acquired himself and how he views the results
- The excitement for AdvisorEngine and the platform mentality
- How they are helping advisors make their investors successful
- Craig’s path to where he is now
Resources: AdvisorEngine