T3 2023 Interviews: Delegate…Delegate…Delegate - with Georgette Regan

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 at Financial Fitness Group, a company whose purpose is to relieve individuals of the stressors of debt and other financial insecurities. A significant number of financial advisors have retired over the last year, and Regan discusses the impact of that shift as well as the need to diversify the industry by including more women in wealth management roles.

Everyone knows that delegating is key to an entrepreneur’s success, but the steps to get there can be tricky. White and Regan discuss the importance of building a talented core team within one’s firm, educating and empowering them to problem-solve and see projects through to their conclusion. This conversation takes place during the T3 conference, where Regan also shares her excitement about tech trends and the importance of building partnerships between fintech and wealth tech providers.