Tag: Wealth Management
Transforming Networking in Financial Services: Chris Cherry’s Future-Proof Vision (Ep. 18)

Transforming Networking in Financial Services: Chris Cherry’s Future-Proof Vision (Ep. 18)

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Building meaningful connections in the finance world doesn’t need to be confined to stuffy hotel ballrooms. 

In this episode of PRess Play: The StreeCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Chris Cherry, head of strategic partnerships at Future Proof, for a powerful discussion about how she is redefining networking with her team through unconventional experiences and the company’s proprietary Breakthru technology.

Chris discusses her surprising career transition, her role in reimagining events across the wealth and asset management community and how Future Proof is facilitating unforgettable experiences like zip-lining and falconry. 

They discuss: 

  • the role of Breakthru Meetings, Talks and Experiences in enhancing event impact
  • Chris’ career journey from dental hygienist to a leader in strategic partnerships
  • the vibrant atmosphere and networking opportunities at the Future Proof Festival
  • Chris’ favorite moments from this year’s event 
  • details about the upcoming Future Proof Citywide event in Miami
  • and more!

Learn about the lore behind the event series that is changing how our industry approaches networking for good. 

Topics:

(0:56) Host Elena Krasnow introduces Chris Cherry

(2:59) What’s for lunch? 

(5:21) A quick stroll down food truck memory lane 

(6:10) Chris’ transition from dental hygienist to public relations professional 

(7:00) Chris’ first panel at Future Proof Festival

(7:40) When Chris and Matt Middelton collide

(8:08) Emotional intelligence and reading the room

(10:40) How Future Proof is selling itself 

(12:24) When you’re comfortable, business gets done 

(14:00) The story of Future Proof and its Breakthru networking technology

(16:38) The launch of Breakthru Talks

(17:21) Fly fishing and falconry 

(19:00) Future-proofing networking

(22:22) Matt’s vision for putting the advisor in the driver’s seat

(24:47) Breakthru listing

(26:15) Chris shares a few favorite moments

(28:33) “I’ll never miss it again” 

(30:40) Future Proof Citywide teaser 

(34:00) Building a successful outdoor event 

(36:00) Love for Paula 

(37:10) Time for our play segment!

(37:30) Paddle boarding, tennis and bartending 

(38:00) Chris’ cosmopolitan with a twist 

(40:00) Moment of gratitude

 

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About our Guest: 

Chris joined the award-winning Future Proof team in 2023 as head of strategic partnerships. Future Proof organizes a variety of events throughout the calendar year, all of which leverage cutting-edge event technology to connect people across the financial services industry. With pioneering formats such as outdoor festivals and curated retreats, Future Proof is reimagining the next era of finance events. And, the proof is in the pudding as Future Proof just earned a world-class NPS score of 74. 

Chris was recruited to be a key driver behind what could be described as Future Proof’s most innovative product, Breakthru, which consists of three distinct programs across Future Proof’s events. These include the Breakthru Meetings Program, Breakthru Talks and Breakthru Experiences. At this year’s Future Proof Festival, the technology helped facilitate over 30,000 one-to-one meetings, 166 peer-to-peer roundtables and 55 unique experiences. 

Previously, Chris spent seven years as chief engagement officer at JConnelly, a financial services communications and marketing firm. She is an expert at driving successful partnerships on a large scale and has a deep understanding of the role technology plays in accentuating in-person connections.

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From Journalist to Finance Innovator: The Remarkable Journey of Mark Bruno (Ep. 13)

From Journalist to Finance Innovator: The Remarkable Journey of Mark Bruno (Ep. 13)

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In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with industry luminary, Mark Bruno of Emigrant Partners. Mark shares the story of his journey from an aspiring journalist to a pivotal figure at Emigrant Partners, highlighting the milestones and hurdles of fostering growth and innovation in financial services along the way. 

This episode is packed with insights for those eager to understand the complex world of financial media, spotlighting Mark’s extensive experience in navigating narratives within the finance sector through a multitude of mediums.

Discover the aspirations and driving forces behind one of the sector’s key figures as we explore the intricate dance of growing wealth management brands in today’s dynamic market. With stories about transformation and triumph, get a glimpse into the future of wealth management and fintech.

You’ll get an insider’s look at:

  • Mark’s personal and professional growth journey, shedding light on how he ultimately found himself at Emigrant Partners
  • Mark’s pioneering efforts in forming the IN Content Strategy Studio, and the role of data-driven journalism in creating engaging and educational content
  • The research Mark helped develop into a larger content strategy via InvestmentNews’ benchmarking studies purchased from Moss Adams 
  • The impact of the dot-com crash on Mark’s work in financial media and how it created room for innovation
  • Mark’s experience co-creating events like Informa’s Wealth Management EDGE and the lessons he learned along the way
  • The importance of fostering genuine connections and building a supportive community within the industry
  • And more

Resources:

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Connect with Mark Bruno:

About our Guest: 

Mark Bruno is the managing director, head of strategic advisory at Emigrant Partners, where he is responsible for helping Emigrant’s partner wealth management firms identify and execute on opportunities to accelerate their growth. 

Prior to his current role, Bruno was the managing director of wealth management for Informa. During his time there, he developed strategies that ultimately advanced the brand’s position as a leading provider of media, events, and targeted business intelligence for financial advisors.

He has also served as managing director at Echelon Partners and InvestmentNews. During his time at InvestmentNews, he oversaw the growth and success of the company’s research, content strategy, digital, custom publishing and sales groups; in addition to managing and producing several events. Bruno also launched the InvestmentNews Content Strategy Studio, its dedicated marketing and custom content division.

His expertise has been featured in the Wall Street Journal, Fortune and the Chicago Tribune. Mark is also a regular speaker at industry conferences and hosts the podcast RIA+.

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Shaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)

Shaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)

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What are the forces shaping the wealth management technology narrative? Allow us to introduce Shannon Rosic, an exceptionally talented marketing specialist with expertise in video production, podcasting, social media, and event planning. She does it all!

Hosts Elena Krasnow and Jimmy Moock engage in an insightful interview exploring the dynamic world of wealthtech with Shannon, the Director of WealthStack Content and Solutions at Informa Connect. Her extensive experience and expertise positions her as a key influencer at the intersection of technology and wealth management. 

Picture a wealthtech journey filled with creativity and innovation. Shannon’s story sparks the desire to explore this space from a fresh perspective. 

This episode takes you through Shannon’s:

  • career journey and role in marketing and wealth management
  • experience in event planning and public relations in the financial industry
  • unique approach to various responsibilities in her hybrid role
  • insights on successful event planning and the importance of networking and content
  • belief in the importance of a strong partnership with PR agencies and aligning with the company culture
  • view on having a clear strategy and plan in public relations
  • passions outside of work, including barrel racing and caring for her horses
  • and much more!

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Connect with Shannon Rosic:

About our Guest: 

Shannon Rosic is an exceptionally talented and motivated marketing specialist with over nine years of proven experience in crafting impactful B2B digital content campaigns. She is a versatile professional who brings extensive skills in video production, podcasting, project management, social media, and event planning to the table.

Her multifaceted expertise and commitment to excellence make Shannon a dynamic contributor to any team or project, demonstrating a proven track record of delivering results in the ever-evolving landscape of marketing and communications.

Beyond the professional arena, Shannon’s passion extends to barrel racing at local rodeos, finding solace in the great outdoors while hiking with her two dogs, and embracing the thrill of skiing.

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An Entrepreneurial Journey Through the Tech and Financial World with Ritik Malhotra (Ep. 6)

An Entrepreneurial Journey Through the Tech and Financial World with Ritik Malhotra (Ep. 6)

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Join us as we delve into the remarkable entrepreneurial journey of Ritik Malhotra, Co-Founder & CEO of Savvy Wealth. 

From a childhood passion for technology to the successful sale of two tech companies, Ritik’s story is one of innovation, resilience, and unwavering determination. 

In this episode, he shares his experiences, including starting his first company in middle school, participating in two exits in his twenties, and the birth of his most recently founded company, Savvy Wealth. Listen in and gain insights into his thoughts during exit talks, the importance of meeting people’s needs, and why Savvy Wealth has attracted many mid-career advisors looking for more. Discover Ritik’s valuable advice on choosing the right public relations firm and get to know his interests beyond work.

Ritik discusses: 

  • His successful career as an entrepreneur and how he cultivated his passion for technology from an early age
  • His experience co-founding the company Elph and how his team explored different industries before focusing on financial services
  • His thought process during exit talks and the importance of creating something that addresses real problems and caters to people’s needs 
  • Why Savvy Wealth attracts mid-career advisors who are looking to grow and receive support in an independent model
  • The importance of being specific and understanding the industry’s unique needs when choosing a public relations firm
  • What career he would pursue if he were not an entrepreneur, and what he likes doing after work
  • And more!

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Connect with Ritik Malhotra:

About our Guest: 

Ritik Malhotra is a repeat tech founder with two prior exits (one to Box in 2014 and one to Brex in 2019). Most recently, he was Director of Product Management at Brex where he started and built Brex Cash, Brex’s second business line after the corporate card. He’s now building Savvy, a tech-enabled wealth management firm. Ritik is a Y Combinator and Thiel Fellowship alum and holds a B.S. in Electrical Engineering & Computer Science from UC Berkeley.

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