How RIAs Can Thrive During COVID Crisis – Wealth Advisor Growth Network – 4.30.20

Summary:

Now On Demand.

Jay Hummel has a long history in the advisory business. He has run and consulted with RIAs, in addition to leading a $35B+ direct-to-client business at a large asset manager. Join us for a video webcast and hear Jay offer insight into turbocharging your advisory practice to improve clients’ lives and increase your firm’s revenue. He’ll also reflect on the current environment and provide guidance on how to actually thrive in this historically challenging time.

John Phoenix will also be joining the webcast to lead a Q&A segment.

• How to diversify and increase advisor revenue stream while adding tremendous value to clients
• Embrace outsourcing in every aspect of your practice to devote more time to revenue oriented activities
• How and why to focus on the business owners in your communities

Speakers:

Prior to founding WAGN, John was the National Sales Manager for the Institutional Business Development team at Envestnet. He was responsible for leading the new business efforts around large enterprise firms looking to deploy the Envestnet suite of services. John supported the firm’s efforts in the Bank, Independent Broker Dealer, Regional Broker Dealer and Registered Investment Advisor channels.

Most recently, John lead the High Net Worth Sales division at Envestnet working with RIAs, hybrid RIAs and Independent Advisor Networks that deployed Envestnet.John was CEO and Founder of Metamorphosis Money Management an RIA in Denver, Colorado a company that he eventually sold to Envestnet.Prior to M3, John worked for 6 years as a Managing Director for Alexander Capital Management Group, where he was head of sales and marketing. Prior to that, John was a Regional Director for Putnam Investments also served as a Regional Director for Kemper Financial Services in Atlanta, Georgia.

John earned his undergraduate degree in History from Washington and Lee University and holds a FINRA Series 65 security license.John lives in Denver with his wife and two children.

Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business.Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $40B in assets under management.

He is a former Managing Director of Envestnet where he served as the Head of Strategic Initiatives and Thought Leadership.Jay is the former President and Chief Operating Officer of Lenox Wealth Management, a Cincinnati based multi-family office and started his career in accounting and consulting at Deloitte.

Jay is a frequent industry speaker and writer.Wiley has published two of his books:Success and SuccessionandThe Essential Advisor.

Jay lives in Kansas City with his wife, Valerie.When he’s not traveling he and Valerie stay very busy with their 7 and 5 year old sons and their 3 year old daughter.