Month: April 2024
Brian Seymour on the Power of Coaching

Brian Seymour on the Power of Coaching

By |

In this episode of Focused on the Future, Suzanne Siracuse talks with Brian Seymour, principal and founder of Prosperitage Wealth on why his unique social media videos are really resonating with clients, the lessons he learned since launching his own RIA and the significant impact his coaches have had on his career. 

Specifically, Brian discusses:

  • His journey into the industry and the factors that affected him in starting his own RIA
  • The crucial role coaching played in shaping his career, helping him identify his unique strengths and develop his “super power.”
  • Why investing in continuing education programs and accreditations has been vital to his growth as a next-gen advisor.
  • The important lesson he learned from the Jamaican Bobsled team.
  • Why leaning into his true self on social media has been a significant marketing driver
  • His recommendations for advisors about to launch their own firm 

Connect With Suzanne Siracuse:

Connect with Brian Seymour:

About Our Guest: 

Brian K. Seymour, II is the Principal and Founder of Prosperitage Wealth, , a fee-only RIA dedicated to closing the racial wealth gap by helping Black professionals make smart money decisions through unbiased financial advice. He has been a financial planner for over a decade earning the Series 6, 7, 63 and 66 certifications. He holds the Chartered Financial Consultant®(ChFC), Retirement Income Certified Professional®(RICP®), Wealth Management Certified Professional® (WMCP®) designations and is a CERTIFIED FINANCIAL PLANNER™. Brian is a member of The American College of Financial Services 2024 NextGen Advisory Task Force,  Million Dollar Round Table (MDRT), Association of African American Financial Advisors (AAAA), the National Association of Personal Financial Advisors (NAPFA) and Alpha Phi Alpha Fraternity, Inc.

In his spare time, he moonlights as a youth chauffeur, sports coach and proud member of Alpha Phi Alpha Fraternity, Inc. just south of the Wakandan capital of Atlanta with his wife and three kids.



Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Focused on the Future: Will Trout on the Impact From Emerging Trends on the Wealth Management Industry

Focused on the Future: Will Trout on the Impact From Emerging Trends on the Wealth Management Industry

By |

In this episode of Focused on the Future, Suzanne Siracuse, talks with Will Trout, Director of the Securities and Investments practice at Datos Insights, on the how technology advancements are impacting our industry, why the major resurgence of alternative investments and that the client of the future will require personalization of advice.

Specifically, Will discusses:

  • The evolution of Generative AI tools 
  • The importance of data hygiene in how firms implement tech effectively.
  • Why Portfolio personalization is the future.
  • The increased adoption of alternatives by financial advisors 
  • How M&A activity is impacting the advisor’s business model and their offerings to clients

Connect with Suzanne Siracuse:

 

Connect with Will Trout:

About our Guest:

William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well as private banking and trust.

Will’s research and consulting work is informed by more than more than two decades of industry experience. Prior to joining Datos Insights, Will led wealth and asset management in the U.S. and the U.K. at Celent, a division of Oliver Wyman, before launching separate advisor- and investor-focused research practices at Javelin Strategy & Research. Prior to those roles, Will spent many years in product and segment management at BBVA Compass, where he helped guide the introduction of a pioneering managed-accounts platform and the expansion of banking and investments services targeting high-net-worth and institutional investors.

An authority on digital advice delivery, Will has been widely quoted in the trade press as well as in publications such as the Financial Times and The Wall Street Journal. He is also a frequent speaker at industry conferences and gatherings



Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories