『PRess Play: The StreetCred Podcast』のカバーアート

PRess Play: The StreetCred Podcast

PRess Play: The StreetCred Podcast

著者： Elena Krasnow and Jimmy Moock
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Welcome to PRess Play: The StreetCred Podcast with Elena Krasnow and Jimmy Moock from StreetCred PR. In this podcast, Elena and Jimmy will welcome industry leaders, journalists, influencers, and friends of the firm. Our guests will shed some light on who they are–and the various twists and turns that led them to where they are today. We’re grateful to have you listening in and we hope you enjoy the show.Copyright 2026 PRess Play: The StreetCred Podcast マーケティング マーケティング・セールス 経済学
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  • PRess Play Spotlight with Jordan Hutchison of RFG Advisory

    PRess Play Spotlight with Jordan Hutchison of RFG Advisory
    2026/07/20

    Introducing PRess Play Spotlight from StreetCred PR — a short-form show focused on the stories, moments and momentum driving our partners forward. In our inaugural episode, host Elena Krasnow sits down with Dr. Jordan Hutchison, VP of technology and operations at RFG Advisory, to discuss how the firm’s new ClickONE is transforming the advisor experience. ClickONE is giving advisors more than just time back, it’s increasing their mental capacity to focus on what matters. Listen into the full episode via the link in the comments and let’s get into it. ⬇️ ????
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    17 分
  • PRess Play Spotlight with Nicole McMullin of Wealth.com

    PRess Play Spotlight with Nicole McMullin of Wealth.com
    2026/07/20

    ✨???? On this episode of PRess Play Spotlight, Elena Krasnow speaks with Wealth.com‘s Senior Vice President of Product Nicole McMullin.

    With Wealth.com building on a year marked by a Series B funding round and significant product enhancements, Nicole shares how her role helps bring the company’s vision to life.

    She also discusses the trends she’s paying attention to across estate planning and wealth management, and what excites her most about the work she is doing.

    ????➡️ Tune in!

    #estateplanning #wealthmanagement #artificialintelligence #pressplayspotlight #streetcredpr

    Topics:

    (0:20) Welcome Nicole McMullin to PRess Play Spotlight!

    (0:58) A full circle moment

    (1:30) The trends Nicole is watching most closely in the wealth management industry

    (2:55) Client questions about estate planning and AI chatbots

    (3:50) Sorting through the noise to benefit financial advisors

    (4:35) What Nicole loves most about her job

    (5:02) Doing the unglamorous work to make AI advisors can trust

    Connect with StreetCred PR:

    • Contact Us: https://streetcredpr.com/contact/
    • StreetCred PR Website: https://streetcredpr.com/
    • Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/
    • StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/
    • Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR

    Connect with Nicole McMullin:

    • Wealth.com: https://www.wealth.com/
    • Nicole McMullin on LinkedIn: https://www.linkedin.com/in/nicolemcmullin1/
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    7 分
  • Why Human Connection Is the Real AI Strategy with Reed Colley (Ep. 31)

    Why Human Connection Is the Real AI Strategy with Reed Colley (Ep. 31)
    2026/04/01
    Summary: In this special live episode of PRess Play: The StreetCred Podcast, Elena Krasnow sits down with Orion Advisory Technology President Reed Colley at Orion Ascent in gorgeous San Diego, California. Reed reflects on his more than 20-year journey in wealth technology, from building Black Diamond to helping scale Summit and guiding it through its merger with Orion. The conversation digs into what makes Orion Ascent a standout event, touching on real-time collaboration, community building and a genuine commitment to listening to advisors about what drives value. Reed speaks to the importance of empowering clients through technology while keeping the human element at the heart of financial advice. He also shares key announcements from Orion at Ascent, including an expanded collaboration with Anthropic and the rollout of the enterprise version of Denali AI. We cover: What makes Orion Ascent unique and the beauty of real-time collaborationThe major inflection point advisor technology is facing today Centering human connection in building an AI strategy How advisors can use AI to create deeper, more powerful client relationships Reed’s personal passions and love of the outdoors…and much more! Don’t miss this conversation on how technology and human connection are coming together to shape the future of advice. Topics: (0:27) Welcome to this special episode of PRess Play, live from Orion Ascent (0:42) Sunny San Diego (1:32) Reed’s 20+ year career in wealth technology (1:57) Building Black Diamond (2:27) Summit’s growth and eventual merger with Orion (3:12) An almost baseball player turned wealthtech innovator (3:57) What makes Orion Ascent unique as an event? (4:02) The opportunity to collaborate in real time (4:47) How Orion is building real community (5:27) Understanding what drives value for financial advisors (5:52) Listening to clients in order to empower them (6:22) A major inflection point in the technology revolution and future of financial advice (6:32) “A little thing called AI” (6:47) How advisors can use AI to create deeper and more powerful relationships with clients (7:27) Focus on the human connection and lean into that as a strategy (7:57) “If you’re not already using AI, start using it” (8:15) Orion’s enterprise level Denali AI (8:35) AI is a very supportive companion, sometimes too supportive (9:20) Orion’s expanded collaboration with Anthropic, the core engine behind the Denali platform (10:12) Creating the right structure and compliance around data (10:47) Human-first, AI-powered (10:59) Time for our play segment! (11:07) What Reed would be doing right now if he wasn’t at Orion (11:49) Reed’s favorite things to do for fun: the importance of family and spending time outdoors (12:46) Moment of gratitude (13:47) There’s three versions of every scenario, your version, someone else’s version and the real version Connect with StreetCred PR: Contact Us: https://streetcredpr.com/contact/ StreetCred PR Website: https://streetcredpr.com/ Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/ Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/ StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/ Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR Connect with Reed Colley: Orion: https://orion.com/ Reed Colley on LinkedIn: https://www.linkedin.com/in/reedcolley/ About our Guest: Reed Colley joined Orion in January 2025 as President of Orion Advisor Technology following Orion’s acquisition of Summit Wealth Systems. As co-founder and CEO of Summit, Reed recognized the need to humanize wealth management by creating a modern, digital and mobile experience for advisors and their clients. Prior to Summit, Reed founded and served as CEO of Black Diamond Performance Reporting. He also founded calendar analytics platform Copilot, Do Something Great Today, and FlightPath Inc. Reed holds a Bachelor of Science with degrees in Engineering and Economics from Vanderbilt University, where he was a starting pitcher on the baseball team. Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, Elena Krasnow, Wealth Management, WealthTech, Advisor Technology, Financial Advisors, RIA Industry, Artificial Intelligence, AI in Wealth Management, Financial Technology, Future of Advice, Innovation in Finance, Orion Ascent
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    15 分
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