Your go-to source for the strategies and innovations driving modern advisory firms forward. Tune in for conversations that cut through the noise and help you stay focused, forward-thinking, and future-ready.
Meet the Hosts
Instructional Design Trainer, SS&C Advent
Sales Engineer, SS&C Black Diamond Wealth Solutions
FEATURED EPISODE
August 4, 2025 | 19 Minutes
From Innovation to Identity: Introducing SS&C Black Diamond Wealth Solutions
Black Diamond is evolving: meet the new face of advisor technology.
Featuring: Steve Leivent, SVP, Co-Head of SS&C Wealth & Investment Technologies & Jasmin Conner , Sales Engineer, SS&C Black Diamond Wealth Solutions & Trent Berry, Instructional Design Trainer, SS&C Advent
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June 30, 2025 | 15 Minutes
In this episode of Tech It Up, Black Diamond product leaders Michael Persin and Leslie Martin share how advisors can level up client engagement.
Featuring: Leslie Martin, Director, Product Management, SS&C Advent, and Michael Persin, Manager, Product Management, SS&C Advent
June 2, 2025 | 23 Minutes
In this episode of Tech It Up, hosts Trent Barry and Jasmine Conner speak with Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy.
Featuring: Doug Fritz, Co-Founder, Executive Chairman | F2 Strategy
April 28, 2025 | 16 Minutes
While tax day has passed, advisors managing alternative investments know the real work is just beginning. In this episode, Jeff Cohen and Patton Weber join us to explore how SS&C Accord is transforming the way advisors handle K-1 season.
Featuring: Patton Weber, Sr. Sales Engineer, SS&C Technologies, and Jeff Cohen, Jeff Cohen | Sr. Director, SS&C Technologies
March 24, 2025 | 15 Minutes
In this episode of Tech It Up, Special guest Michelle Greive shares insights on aligning with client values, using digital tools effectively, and creating a lasting impact beyond portfolio performance.
Featuring: Michelle Greive, Director, Product Management, SS&C Advent
February 18, 2025 | 23 Minutes
Join hosts Trent Barry and Jasmine Conner on this episode of Tech It Up as they dive into the future of wealth management with Bryan Klein, Product Manager at SS&C Black Diamond.
Featuring: Bryan Klein, Product Manager, SS&C Black Diamond
February 3, 2025 | 19 Minutes
In this episode, we explore the art of negotiation for female financial advisors. Our guest, Shelby Nicholl shares insights from her 25 years in wealth management, including leadership roles at LPL Financial and Edward Jones.
Featuring: Shelby Nicholl, Founder, Muriel Consulting
January 15, 2025 | 21 Minutes
In this episode of Tech It Up, Jasmin Conner and Trent Berry are joined by Joe Metcalf, IT & Operations Manager at Vestia and consultant to RIAs, to discuss operational challenges and technological transformations in the wealth management industry.
Featuring: Joe Metcalf, IT & Operations Manager, Vestia
December 16, 2024 | 17 Minutes
We're diving into why private credit has become such an attractive investment opportunity. This episode explores its rapid surge in popularity and, most importantly, what factors are responsible for its growth.
Featuring: Brant Snyder, Director, Product Management, SS&C Advent, and Matt Macomber, Sr. Sales Engineer, SS&C Advent
December 1, 2024 | 27 Minutes
Learn why these assets are pivotal in the $84 trillion Great Wealth Transfer and how wealth managers can harness their value. Don't miss this insightful conversation tailored for professionals navigating high-net-worth portfolios.
Featuring: Sam Katigan, VP of Unique Assets, SS&C Innovest, and Taylor Franklin, Oil and Gas Portfolio Manager, SS&C Innovest
August 23, 2024 | 15 Minutes
Tune in to hear Joanne Kane, Chief Compliance Officer at SS&C, as she unravels the complexities of the current regulatory environment. You will gain insights into how these changes impact your business operations and strategies, and our continued commitment to helping clients manage risk and meet their compliance obligations.
Featuring: Joanne Kane, Chief Compliance Officer, SS&C
January 31, 2024 | 34 Minutes
Please tune in to our latest podcast episode, where experts discuss the essentiality of regulatory compliance in the ever-changing financial landscape. Gain valuable insights into electronic communication surveillance, active versus passive compliance strategies, and effective risk management tools for financial advisors.
Featuring: Martin Orbach, Vice President, Regulatory & Analytic Solutions, SS&C RCI, and Kyle Fleming, Senior Manager, Product Management, SS&C Advent
September 5, 2023 | 22 Minutes
During the episode, Karen Barr, the President & CEO of IAA, provides insights on a variety of topics affecting investment firms, including T+1, Outsourcing Due Diligence, Custody Rule, and more, as well as her thoughts on current trends in the industry.
Featuring: Karen Barr, President & CEO, Investment Adviser Association (IAA)
July 27, 2023 | 20 Minutes
In this episode, Bree Pollard, Director at the ACA Group, shares practical advice on navigating the 2023 SEC Exam Priorities.
Featuring: Breanna Pollard, Director, ACA Performance Services
January 3, 2023 | 34 Minutes
Experts advise on how having the right technology in place for scaling financial planning and insurance and annuities help advisors create a holistic wealth management experience for their clients.
Featuring: Ted Denbow, VP & Head of Sales, RightCapital, and Ross McGoodwin, Regional VP of Member Success, DPL Financial Partners
May 17, 2021 | 22 Minutes
Marketing to new investors and retaining the old doesn't take two different marketing approaches. Let's chat on adapting to digital.
Featuring: April Rudin, Founder and CEO, The Rudin Group
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