In this episode The White Report, Danielle White interviews Mark LaCourse, Global Sales Manager at Intradyne. Intradyne provides email, social media, and text message archiving solutions to help firms comply with increasing regulatory requirements.

LaCourse discusses trends in the financial industry, with a focus on the growing importance of text messaging and social media communication. He emphasizes the need for businesses to have the necessary tools and compliance measures in place from the start to avoid complications later on.

The two also touch on their participation in the T3 conference and LaCourse's goal to establish Intradyne as a recognized name in the industry. The conversation concludes with advice for business owners to plan ahead and be prepared to meet regulatory obligations.

In this episode The White Report, Danielle White interviews Raj Kothari, CEO of i4Knowledge Processing. Kothari explains that i4 was initially founded to support CPAs and accountants in tax preparation but later shifted focus to the RIA space, specifically in back-office operations.

The two discuss trends in the financial industry, such as the increasing use of technology and wealth management platforms to automate processes decreasing a firm’s reliance on manual labor.

Kothari emphasizes the importance of business owners focusing on their core areas and leaving specialized tasks to experienced professionals. His parting advice is to keep your options open before locking in specific services for business growth.

In this episode The White Report, Danielle White interviews Louis Retief, CEO and co-founder of Hubly, a process management solution firm that automates “behind the scenes” workflows to ensure that nothing falls through the cracks. In this way, financial advisory firms are always able to deliver on their promises to clients.

Retief expounds on the need for financial advisors to offer more comprehensive services to their clients. Offering specialized advice is another trend in the finance industry that wealth managers should embrace. This type of niche-based advising enables advisory firms to effectively serve specific groups such as tech employees, single mothers or even online gamers.

Retief goes on to discuss the importance of solving “people problems.” Sometimes these issues can pose more of a challenge than any business problems that might arise. An advisor’s ability to solve people problems can be the key to thriving as a in this industry: everything from back-office support staff to scaling teams to building effective leaders within the firm.