It’s been a year since the CEO Roundtable series assembled some of the best thought leaders in the fintech industry to share ideas to help the advisor community lead through change.

Fast forward to 2021, and the CEO Roundtable series will be back with the same rockstar cast. Join Lori Hardwick (Riskalyze/Orion), Eric Clark (Orion), Brian McLaughlin (Redtail), Robert Sofia (Snappy Kraken), Adam Holt (Asset-Map), and, last but not least, Corey Westphal (Mobile Assistant).

Here are the hot topics that will be discussed:
1. What was the toughest decision we had to make in the last year?
2. What proved critical to our companies’ success that can be a lesson for all?
3. What are changes we implemented that will persist?

We’re happy to have Craig Iskowitz (Ezra Group) back covering all the webinars live on Twitter. Make sure to follow him @CraigIskowitz so you don’t miss anything.

Join us to learn what lessons were learned, as well as for takeaways that every advisor can benefit from.

After the great response to the CEO Roundtable on April 2, we were all excited to learn they decided to do it again! Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other again via Zoom on April 9, this time focusing on team management, technology, and culture, as they relate to remote working.

The panel included:

• Adam Holt, Asset Map
• Brian McLaughlin, Redtail Technology
• Corey Westphal, MobileAssistant
• Eric Clarke, Orion Advisor Tech
• Lori Hardwick, Riskalyze
• Robert Sofia, Snappy Kraken

In times of challenge or crisis, great companies strive not only to maintain the cultures they’ve built, but to strengthen them further. Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change management, virtual culture building, leading by example, and much more.

The panel included:

• Adam Holt, Asset Map
• Brian McLaughlin, Redtail Technology
• Corey Westphal, MobileAssistant
• Eric Clarke, Orion Advisor Tech
• Lori Hardwick, Riskalyze
• Robert Sofia, Snappy Kraken

You can read the Craig Iskowitz summation of this session here or watch the entire thing for yourself here.