In the Money

Recent Episodes

Balancing Operational Efficiency with a Strong Brand Story for Growth with Randy Lambert and Joe Steuter (Ep. 28)

Posted June 26, 2025 • 00:38:36

Are you struggling to articulate your brand’s story or connect with clients in a meaningful way? Discover the art and science behind building a powerhouse...

Unlocking Data Superpowers for RIAs: Thrive in the Age of Information (Ep. 27)

Posted June 9, 2025 • 00:29:46

What if your financial data could talk?

Would it reveal new secrets about your clients, business, and the future of wealth management? In this...

AI and Financial Advisors: Why 2025 Will Be a Turning Point with John O’Connell (Ep. 26)

Posted May 28, 2025 • 00:33:54

How is Artificial Intelligence reshaping the wealth management industry?

In this episode, Rusty Sommer sits down with John O’Connell, CEO and...

Your Guide to Optimizing Portfolio Management with Advanced Reporting with Bill McFadden of GreenHill Investment Reporting (Ep. 25)

Posted May 14, 2025 • 00:27:06

How is cutting-edge technology reshaping portfolio management with advanced reporting?

Join Rusty Sommer as he sits down with Bill McFadden,...

The Rise of Alternative Investments: What Advisors Need to Know with Kartik Srinivasan (Ep. 24)

Posted April 25, 2025 • 00:30:16

What if your tech could read your client’s mind?

In this episode, Rusty Sommer interviews Kartik Srinivasan about the technologies that are...