In the Money

Welcome to In the Money with Flyer Financial Technologies, the company that builds cutting-edge technology designed to solve asset and wealth management firms’ toughest trading workflows. In this podcast, we help advisors and asset managers understand how

Recent Episodes

Growth Through Strategic Partnerships with Dan O’Brien (Ep. 33 | Pt. 2)

Posted March 4, 2026 • 00:17:46

Growth is on every trust leader’s mind, but for many firms, scaling creates operational drag that pulls their best people away from client relationships.

How...

Reclaiming Time and Clarity Through Better Technology with Trasha Schwendener (Ep. 32 | Pt. 1)

Posted January 14, 2026 • 00:20:06

Technology is meant to create space for deeper thinking, yet many firms feel more rushed than ever. Busy workflows, manual processes, and unclear priorities...

Operational Leadership with Matt Sonnen: Turning Practices into Enterprises (Ep. 31)

Posted October 9, 2025 • 00:23:30

Operations is the hidden engine that turns ambition into enterprise growth. Yet, for many firms, it’s overlooked until bottlenecks appear.

In...

Cutting Through WealthTech Noise with Chip Kispert (Ep. 30)

Posted September 18, 2025 • 00:26:53

Wealth management firms are drowning in technology, but which tools truly matter?

In this episode of In The Money, host Rusty Sommer talks with...

Elevating Advisor and Client Experiences Through Wealth Tech Innovation with Benoit Fleury (Ep. 29)

Posted August 28, 2025 • 00:28:11

Wealth management is evolving rapidly, and technology is no longer just a support tool; it’s a driver of strategic growth.

How can advisors...