As the recent market downturn and ongoing uncertainty about the global economy shows, straying off the prudent investing path can be dangerous. Many investors are getting caught up in recency bias and taking unnecessary risks. The speakers in this webcast – Gavin Spitzner, Founder and President of Wealth Consulting Partners; Timothy Welsh, President, CEO and Founder of Nexus Strategy; Craig Iskowitz, CEO and Founder of Ezra Group; and Robert DeFrancis, Head of RIA Sales at Practifi – address how you can provide detailed and easily understandable investment plan data for your clients.
The full on-demand webcast can be found here: https://www.thinkadvisor.com/2020/03/02/how-to-use-tech-to-turn-volatility-into-stability-and-scalability/
Gavin Spitzner | Founder and President | Wealth Consulting Partners
Gavin Spitzner, Founder and President of Wealth Consulting Partners, has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing business development, digital strategy and professional development.
Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and fintech firms to develop and implement innovative investment management platform solutions leveraging modern technology and processes to improve top and bottom-line business performance.
Timothy D. Welsh | President, CEO and Founder | Nexus Strategy