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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: Page 1
Apr 22, 2019
Kyle Wiggs of eXact Strategies comes on the podcast to discuss the blind spots and challenges faced by the major TAMPs today. We also discuss fee compression in the space and how technology is driving innovation. 
 

Connect With Kyle

LinkedIn: www.linkedin.com/in/kylewiggs

Website: www.exactstrategies.com

 

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.

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