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

The Future of Wealth Management: Predictions for 2025 (Ep. 18)

Posted February 5, 2025 • 00:16:18

What will shape the financial landscape by 2025? Join us as we dive deep into predictions for the future of wealth management.

In this episode,...

How Technology is Shaping the Future of Wealth Management with Tony Stich (Ep. 17)

Posted January 15, 2025 • 00:16:35

Will AI transform wealth management overnight?

In this episode, Rusty Sommer speaks with Tony Stich from MarketCounsel about the fascinating...

Crafting a Strong Brand Story for Growth with Randy Lambert and Joe Steuter (Ep. 17)

Posted January 14, 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...

Advisor Growth Strategies: How Synergistic Partners Help You Achieve Your Goals with Joe Duran (Ep. 16)

Posted October 23, 2024 • 00:32:12

Are you ready to revolutionize your firm’s growth strategy in the wealth management industry?

Discover how to unlock the full potential of...

How AI is Changing Wealth Management with Jason Pereira (Ep. 15)

Posted September 11, 2024 • 00:30:58

Is your financial advisor about to be replaced by AI? The answer isn’t as simple as yes or no.

Tune into this episode to discover how AI is...