• The Future Focused RIA

  • 2023/07/18
  • 再生時間: 43 分
  • ポッドキャスト
  • サマリー

  • On this episode of Seeking Risk: The Fab Rick Show, Rick is joined by Shannon Rosic to discuss the balance between technology and demographic changes that wealth advisors will encounter as the future of the industry shifts.  Fabric’s co-founder and CEO, Govinda Quish will join Rick as a host. Govinda’s career has focused on roles in family offices, most recently for a multi-billion dollar family office in Zurich.

    Shannon Rosic is the Director of WealthStack Content and Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the Wealth Management industry.  She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts, and video series.

    She has spent her career in the Wealth Management space, specifically helping media firms and fintech companies grow their marketing initiatives. Known in the industry as “Gadget Girl” from her time at InvestmentNews, her passion is brand storytelling, and designing a cohesive experience through creative marketing efforts. She holds a B.A. in Mass Communication from Miami University. Outside of work, you can find her barrel racing at local rodeos, skiing, hiking with her 2 dogs and enjoying all that Colorado has to offer.

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あらすじ・解説

On this episode of Seeking Risk: The Fab Rick Show, Rick is joined by Shannon Rosic to discuss the balance between technology and demographic changes that wealth advisors will encounter as the future of the industry shifts.  Fabric’s co-founder and CEO, Govinda Quish will join Rick as a host. Govinda’s career has focused on roles in family offices, most recently for a multi-billion dollar family office in Zurich.

Shannon Rosic is the Director of WealthStack Content and Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the Wealth Management industry.  She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts, and video series.

She has spent her career in the Wealth Management space, specifically helping media firms and fintech companies grow their marketing initiatives. Known in the industry as “Gadget Girl” from her time at InvestmentNews, her passion is brand storytelling, and designing a cohesive experience through creative marketing efforts. She holds a B.A. in Mass Communication from Miami University. Outside of work, you can find her barrel racing at local rodeos, skiing, hiking with her 2 dogs and enjoying all that Colorado has to offer.

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