Optimized Advisor Podcast

A Revolutionary Change of Pace for Wealth Management with Ryan George, Docupace

Episode Summary

Episode Notes

On this week’s episode Scott was joined by Ryan George, CMO of Docupace; the leading cloud-based fintech platform that simplifies how financial services and wealth management firms process and digitize data. Ryan has 15+ years of marketing and communications experience in the financial services industry. Before joining Docupace, he served as the Assistant VP, Marketing and Communications at 1st Global, a software solutions provider for CPA firms, where he spearheaded lead gen efforts and contributed to double-digit revenue growth.

He has also held marketing leadership positions at specialized asset managers – GuideStone Capital Management, based in Dallas, and U.S. Global Investors in San Antonio.

In addition to being a finalist for the WealthManagement.com broker-dealer Chief Marketing Officer of the Year award in 2019, Ryan was also a finalist for the 2022 ThinkAdvisor LUMINARIES.

He is a former chair of the Financial Services Institute Marketing Growth and Development Council, composed of top-level sales, marketing, and business development executives from across the industry and a member of the Forbes Communications Council, an invitation-only, fee-based organization of senior-level communications and public relations executives.

In this episode you will learn the following:

All about Docupace and how it helps advisors optimize their practice
Fintech/wealth management tech trends: What's worth paying attention to, and what isn’t
How AI comes into play to analyze data
The back-office revolution in wealth management: Why enhancing how the work is done is improving the client experience
Unlocking growth: The future of financial advice and how technology will change the financial services industry in the coming years

Connect with Scott on LinkedIn
Connect with Ryan on LinkedIn

For more on The Optimized Advisor Podcast click here
For more on Docupace click here