After more than 30 tried-and-true years in the industry, financial advisor Brad Weber is starting 2023 by taking a big swing.
The California-based advisor who has worked for larger entities like Washington Mutual and Barclays Bank in the past is now a founding advisor for Savvy Wealth, a tech-driven wealth management startup operating out of New York City.
Launched in 2021 by tech entrepreneur Ritik Malhotra, Savvy runs on a proprietary software platform with the goal of streamlining the advisor experience. Two years and $18 million of VC cash later, Savvy is searching for experienced advisors to pair years of industry knowledge with its budding business model.
But for Weber and the other advisors making the move to Savvy, the desire to go tech-first pairs with a deep passion to go back to basics.
"Technology isn't something that has ever been a real strength of mine. But I'm already seeing in the short period of time I've been here how that's saving me a lot of time," Weber said. "I think ultimately, the best use of my time is in front of clients. And if I'm not in front of the client, I should be doing something to get back in front of another client."
Check out the full story and more insight, only at Financial Planning.
Anything else on your mind? Drop me a line at justin.mack@arizent.com. Have a great rest of the week!
Regards,
Justin |  | Justin Mack
Reporter, Financial Planning
  |
| | |
|
|
| By Justin L. Mack 4 min read | After ending 2022 with a $11 million capital raise, the two-year-old fintech is kicking off the new year by adding 30 years of wealth management experience to its ranks. Read story → |
|
|
| |
| |
| | | By Justin L. Mack 2 min read | The new Orion Advisor Technology president is ready to innovate and change the game in 2023 Read story → |
|
|
| | | By Justin L. Mack | From professional musician to fintech CEO, Perullo's passion for creative problem solving has always propelled him forward. Read story → |
|
|
| | | By Tobias Salinger 5 min read | FiComm Partners and ProudMouth aim to give advisory practices the tools needed to use a relatively untapped form of marketing in the industry to attract clients. Read story → |
|
|
| |
| There are a lot of opportunities for career advancement within the financial planning profession. Find Out More → |
|
|
| | | By Victoria Zhuang 4 min read | As the regional firm aims to serve more high net worth clients, it plans to hire 60 experienced advisors this year. Read story → |
|
|
| |
| |
| | RESOURCES | | | WEB SEMINAR | | Thursday, January 26, 2023 3:00 PM EST | For business owners, a maze of financial and emotional challenges can stand between their practice and the future. Bluespring president David Canter shows us how to get there. Learn More → | | | WEB SEMINAR | | Thursday, December 15, 2022 1:00 PM EST | Many believe the Federal Reserve will slow down rate increases beginning in December.. Steve Friedman, senior macroeconomist at MacKay Shields, will join us the day after the meeting to discuss what was done and what he expects in the future. Learn More → | | | WEB SEMINAR | | Thursday, February 2, 2023 1:00 PM EST | Learn how to reduce fraud and mitigate risk, while improving overall outcomes of revenue acceleration. Learn More → | SPONSOR CONTENT FROM ABBYY | | | WHITEPAPER | | | Gain insights into the performance of your businesses and identify ways to protect it. Learn More! Download Now → | SPONSOR CONTENT FROM Orion - Risk Intelligence | More resources → |
|
|
