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Accelerating Your Business: Advisor FinTech

Fintech is disrupting wealth management and the advisor industry is evolving. While fintech has increased competition in the advice business, advisors have found that those digital advances have bolstered their ability to serve clients, both by freeing up their time and helping their businesses run more efficiently.

Season 3 of Accelerating Your Business will focus on Advisor Technology. Please join is on October 28th as we launch the next season with a discussion and demonstration by RightCapital and Wealthbox.

Thursday, October 28, 2021
11:00 AM - 12:00 PM Eastern Time


Zoom Virtual Meeting Platform

Speaker Profiles


Ted Denbow

Ted has more than 25+ years of experience in the financial services industry, focusing on information technology, eMarketing, technology enablement, and sales. Prior to joining RightCapital, Ted was the National Director of Sales Technology at Prudential Financial. During his time at Prudential, he helped develop and implement numerous award-winning platforms supporting the sales efforts internally and externally with financial advisors. Ted collaborated with sales professionals to communicate the value of leveraging technology to gain an edge in the marketplace. He developed the first technology-themed insurance continuing-education program and built a digital-practice management program for financial advisors centered on finding sales opportunities and efficiencies through technology. Outside of his work, Ted is an avid motorcycle road racer in the CCS, ASRA, WERA, & AHMRA series. He uses his understanding of the balance between human interaction and technology to get the most out of his motorcycles.

Jenna Ghibaudy

Jenna Ghibaudy is a member of the sales team at Wealthbox. As a former financial advisor, she recently took a leap into the financial technology space and now helps advisors leverage fintech so they can focus on doing what they do best.


DateCourse Title/DescriptionStart
FinTech: Bolstering Your Ability to Serve Clients Ted Denbow Jenna Ghibaudy The ever-evolving world of technology presents simultaneous opportunities and hurdles. Many advisors today are struggling with the ever-changing landscape of fintech and delivering a great client experience. In this session we will discuss the pros and cons of building out your client service offering in-house using various tech or to partner with a 3rd party who can provide the tech and processes for you. We will also discuss the risks associated with each model. LEARNING OBJECTIVES 1. Why Client Experience is so important going forward; 2. How to assess the real cost and value of the various methods to run an advisory business; 3. Best practices.

Event ID  429