Exactly what exactly do you need to ride in the wave of independence in wealth management, and how can transition technology facilitate? The Breakaway movement is accelerating, with more advisers who leave traditional wires to build independent rias that provide greater flexibility, control and customer -centered service.
But with independence come new challenges – ensuring efficiently, choosing the right technology stack and providing the experiences of customers smoothly. As councilors sail in this change, he, automation and integrated technology solutions are becoming essential tools for running long -term growth.
In this episode of Wealthstack Podcast, the host Shannon Rosic sits with Vickie Lewin, the main growth official in the amplify, to explore:
https://www.youtube.com/watch?v=g3draxi3ane
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Why more advisors are disconnecting and how is the industry reshaping
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Amplify mission as a technology -led advisory solution, inclusive
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Challenges and solutions for councilors that modernize their technology infrastructure
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The role of it and the automation in the formation of the future of asset management
Connect to Shannon Rosic:
Connect to Vickie Lewin:
For our guest:
As a leading growth official, Vickie leads the Amplify sales and marketing team, strategic management, business development and market positioning. It is responsible for articulating and amplifying the competitive advantages of the unified platform of Amplify asset, ensuring approximation between product development and market needs. Vickie also plays a key role in forming product and market development strategies and is an integral member of the leadership team.
Before joining Amplify, Vickie was a senior vice president and leading success official at the Asssetmark from 2021 to 2024. She joined Asssetk in 2001 when she was a $ 1 billion Tamp provider and was useful in a $ 100+ billion industry leader. Its leadership traversed numerous roles, including SVP – Central Division and Internal Sales Development, SVP – Eastern Division Sales Manager and New England Regional Consultant. Vickie played a key role in leading Asssetmark through head marketing purchases and efforts, including overseeing 80+ industry events each year. She previously held roles in the finishes (now part of Envestnet), the Investment Advisory Network (now SS & C Technologies) and Nuveen.
Vickie holds an English arts bachelor and communications from Ohio State University, where she was a Varsity tennis player and a member of Kappa Alpha Theta.
Outside work, Vickie and her husband, Oren, enjoy a living family life with their five adult children. She likes to travel, make golf and share great wine with family and friends. It is also passionate about increasing women's representation in financial services and mentoring the next generation of female industry leaders