Connect With Kyle
About Kyle (From his LinkedIn Profile)
I am a managing partner for eXact Strategies responsible for the growth and distribution of technology and products. I lead a team of experts who distribute cutting-edge technology to help advisors grow their businesses, create better value-add, and improve investment outcomes for clients.
I have raised $16+ billion across the independent, wirehouse, and registered investment advisor channels. In addition, I have led the sales and product efforts of a top-five independent broker-dealer wealth management platform.
I value working with people who are committed to putting clients first. I am passionate about providing advisors with the latest tools and technology to grow their practice and improve client outcomes.
I never waver in my commitment to hold organizations accountable for doing what is best for advisors and clients. I believe in doing business with integrity.
Today’s advisors have an extraordinary opportunity to embrace the technologies that have revolutionized the industries of transportation, medicine and real estate. eXact Strategies provides advisors similar technology to meet the needs of today’s clients by using advanced data analytics to create white-label investment solutions designed around the clients they serve.
I’ve been recognized as the top sales associate at every company I have worked at. I am honored to have been awarded Outstanding Associate of the Year (National Planning Holdings), three-time Wholesaler of the Year (Curian Capital), and a six-time Leaders Council Representative.
I am a self-admitted behavioral finance nerd. I love the academic lens on why we make the financial decisions that we do. My guest on this episode of The Resilient Advisor Podcast is going to present a different lens on this subject. Susan Bradley believes that there is a ‘Dark Side’ to behavioral finance and she explains exactly what she means on this episode.
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Connect With Susan
For Advisors: https://financialtransitionist.com
She is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation.
For 16 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change.
She is a CFP.
She has served on the FPA’s National Board of Directors,
she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board.
She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times.
She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000).