The White Report
Welcome to “The White Report” presented by Myriad Advisor Solutions (www.MyriadAS.com). This podcast is designed to provide entrepreneurs in the independent investment advisory and financial planning fields with a myriad of ideas to fuel business success. Hosted by Myriad’s CEO, Danielle White, this podcast shines the spotlight on special guests who have displayed a wealth of knowledge and professional acumen in related endeavors. Curious learners with an entrepreneurial spirit will learn from those who already achieving great things as they navigate their own entrepreneurial journey. Are you ready to rethink the status quo and capitalize on opportunities? Listen now!
Episodes
In this episode The White Report, Danielle White interviews Mark LaCourse, Global Sales Manager at Intradyne. Intradyne provides email, social media, and text message archiving solutions to help firms comply with increasing regulatory requirements.
LaCourse discusses trends in the financial industry, with a focus on the growing importance of text messaging and social media communication. He emphasizes the need for businesses to hav...
In this episode The White Report, Danielle White interviews Raj Kothari, CEO of i4Knowledge Processing. Kothari explains that i4 was initially founded to support CPAs and accountants in tax preparation but later shifted focus to the RIA space, specifically in back-office operations.
The two discuss trends in the financial industry, such as the increasing use of technology and wealth management platforms to automate processes decrea...
In this episode The White Report, Danielle White interviews Louis Retief, CEO and co-founder of Hubly, a process management solution firm that automates “behind the scenes” workflows to ensure that nothing falls through the cracks. In this way, financial advisory firms are always able to deliver on their promises to clients.
Retief expounds on the need for financial advisors to offer more comprehensive services to their clients. Of...
In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.
In this episode of The White Report, Danielle White speaks with Dia...
In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.
In this podcast episode of The White Report, Danielle White speaks with John O’Connell, founder and CEO of Th...
In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.
In this episode of The White Report, Danielle White interviews Georgette Regan, Vice President of Marketing a...
In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.
In this episode of The White Report, CEO Danielle White speaks with Michael Lecours...
In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.
In this first episode, host Danielle White, interviews Bridget Grimes and Katie Burke, co-founders of Equita ...
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