Wealthies Circle

WealthTech Winners Circle

Listen to latest episode

Wealthies Circle Cover Art

Follow Our Podcast

Recent Episodes

Ep 2 – Delegate to Technology With Betterment For Advisors — With Jon Mauney

Posted March 26, 2020 • 00:19:35

Are you still manually rebalancing your clients’ portfolios? Consider delegating these types of tasks to technology. In this episode, Tim Welsh, president...

Ep 1 – Create Fearless Investors With Riskalyze — With Aaron Klein

Posted March 11, 2020 • 00:23:53

Welcome to the WealthTech Winners Circle Podcast! This is the show that explores solutions to the technological challenges that impact today’s financial...