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Helping more advisors to invest Logicly

Helping more advisors to invest Logicly

Update: 2020-09-18
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Lindsey Tewell, our head of sales, joins as a guest host to welcome our newest team member, Dave Connor, VP of Advisor Growth, and discuss his experiences and tech pain points as a former financial advisor. We also discuss the latest additions to the logicly ETF analytics platform.
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In Channel
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Reese Harper: Advisor to Fintech Entrepeneur

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Season Two Premiere: Henry Jim

Season Two Premiere: Henry Jim

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How technology will shape the future of advice feat Harry Hellen

How technology will shape the future of advice feat Harry Hellen

2021-02-1230:07

Staying local feat Tom Costigan

Staying local feat Tom Costigan

2021-02-0926:20

From lawyer to advisor feat Mike Garry

From lawyer to advisor feat Mike Garry

2021-02-0528:03

How has advisor marketing changed in 2020? feat Johnny Sandquist

How has advisor marketing changed in 2020? feat Johnny Sandquist

2020-12-2228:30

Thinking Logicly about ESG feat Liz Simmie

Thinking Logicly about ESG feat Liz Simmie

2020-12-1633:58

Advising small businesses in the pandemic feat Jacob Millican

Advising small businesses in the pandemic feat Jacob Millican

2020-12-0120:58

Being a Credit Union Advisor Feat. Michael Gennawey

Being a Credit Union Advisor Feat. Michael Gennawey

2020-11-1933:51

Improving how advisors choose ETFs

Improving how advisors choose ETFs

2020-11-0936:09

Understanding how ETFs work feat Chris Hempstead

Understanding how ETFs work feat Chris Hempstead

2020-10-2649:30

Asking the right questions feat Zach Ashburn

Asking the right questions feat Zach Ashburn

2020-10-1533:44

Ebook launch: tips to create an ETF portfolio

Ebook launch: tips to create an ETF portfolio

2020-10-0124:52

The Subscription Advisor feat Justin Castelli

The Subscription Advisor feat Justin Castelli

2020-09-2546:36

Helping more advisors to invest Logicly

Helping more advisors to invest Logicly

2020-09-1816:56

NERDing out with Tim Maloney

NERDing out with Tim Maloney

2020-09-0238:21

How to talk models with clients feat WisdomTree

How to talk models with clients feat WisdomTree

2020-08-2636:33

A Hippocratic Oath for Financial Advisors? feat Vance Barse

A Hippocratic Oath for Financial Advisors? feat Vance Barse

2020-08-1401:02:02

Model Portfolios: A Powerful Tool for Advisors

Model Portfolios: A Powerful Tool for Advisors

2020-07-2435:41

Providing Value as An Advisor During the Pandemic

Providing Value as An Advisor During the Pandemic

2020-07-0932:22

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Helping more advisors to invest Logicly

Helping more advisors to invest Logicly

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