Month: June 2023

FEATURE BBLBRY
Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George

Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George

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The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors. 

Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.

Ryan discusses: 

  • Why digitization and one-to-one planning and advice must co-exist 
  • Mistaken assumptions about Millennial and GenZ investors 
  • 3 ways younger Investors think about money differently 
  • Using tech to elevate the advisor/client experience 
  • Key themes to drive acquisition and retention of next-gen clients 
  • And more

Resources: 

Connect With Ryan George:

Connect With  Laura Gregg: 

About Our Guest:

Ryan George is the Chief Marketing Officer at Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. He serves as the company’s “chief diplomat” evangelizing the company’s people, solutions and brand across the financial services and wealth management industry. As a member of the senior executive committee, Ryan collaborates with key stakeholders across Docupace to support the company’s growth, retention, and profitability objectives. Ryan has spent all of his career within the financial advice and investment space, previously serving many as Assistant Vice President of Marketing and Communications at 1st Global. 

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Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue

Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue

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Why pay a financial advisor for services available on a host of digital platforms?  Today’s clients expect more from a paid financial professional than a diversified investment portfolio. They appreciate advice, but they expect a plan. 

In this episode, Laura Gregg speaks with Chazz Logue, Regional Director and Business Development Team Lead of Advice and Financial Planning at MassMutual, about the trends pushing advisors toward full-service planning models. 

Chazz discusses: 

  • What is driving advisors toward financial planning 
  • Why a one-and-done advisory approach often falls short 
  • The case for creating ongoing financial planning relationships 
  • Actionable ideas to make planning a larger part of your practice
  • And more

Resources: 

Connect With Chazz Logue:

Connect With Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Charles (Chazz) Logue is the Regional Director and Business Development Team Lead of Advice and Financial Planning at MassMutual. Through a deep understanding and in-depth knowledge of tools and options available, he and his experienced team partner with advisors to help clients articulate their goals and then develop a plan of action to make achieving their goals inevitable, including short-term liquidity needs, longer-term retirement or purchase goals and even leaving a legacy. Outside the office, Charles can be found volunteering as a Wildlife Rescuer, instructing drivers at various racetracks, working with venomous reptiles, surfing, volleyball, and enjoying theatre and the arts. 

*Basis Point definition: “A basis point is a common unit of measure for interest rates and other percentages in finance. Basis points are typically expressed with the abbreviations bp, bps, or bips.” (Fernando). 

Fernando, Jason. “Basis Points (BPS).” Investopedia, 2019, www.investopedia.com/terms/b/basispoint.asp.

*Alpha definition: “Alpha measures the amount that the investment has returned in comparison to the market index or other broad benchmark that it is compared against.” (Banton, 2022) Banton, C. (2022, May 13). Alpha vs. Beta: What Is The Difference? Investopedia. https://www.investopedia.com/ask/answers/102714/whats-difference-between-alpha-and-beta.asp

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