SVB Hot Takes and Why Banking As A Service Is The Next Frontier For Financial Advisors
- E28
- 49:28
- March 23rd 2023
Scott Wetzel, CEO of SkyView Partners and SKYVIEW 1 and Jason Henrichs, CEO of Alloy Labs Alliance and host of the Breaking Banks podcast share how RIAs and independent financial advisors are gaining access to banking solutions for their clients that were previously only available via wirehouse advisors.
The rise of banking as a services for financial advisors holds immense promise for enhancing the wealth management experience for clients.
Jason and Scott also shared their thoughts on the failure of Silicon Valley Bank (SVB) and what it means... or doesn't mean for banking solutions offered to financial advisors and their clients.
Resources From This Episode:
- SkyView Partners - Offering conventional commercial financing exclusively for financial advisors for mergers and acquisitions, succession, and debt restructuring.
- SKYVIEW 1 - Banking as a service for financial advisors. Launching in May 2023
- Alloy Labs - The only consortium that drives exponential growth for banks by leveraging powerful network effects.
- Breaking Banks Podcast - The #1 global fintech podcast. Hosted by Jason Henrichs.
The Augmented Advisor
The Augmented Advisor is about Creators and Communicators in Wealth Management.
The podcast is presented by Blueleaf monthly and hosted by John Prendergast.
The show is about creators in Wealth. We tell their stories and try to learn their lessons. We talk about how independent financial advisors can leverage new media in their business and amplify their impact on clients and in the world.
"If you're not communicating, you don't exist" Gary Vaynerchuk
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Meet the Host
John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.