Hortz: What were the main steps you took after your idea and putting together your CEO partners to launch your event? After the first event, all of the participants received such positive feedback and requests from the financial community for a follow up event that a CEO Roundtable 2.0 was scheduled for that very next week, and a final 3.0 version was developed that included an advisor panel. We all agreed to schedule our first CEO Roundtable webinar April 2 nd.
I reached out to these leaders and every one of the CEOs invited to participate responded within hours, which says a lot about the character and desire from these leaders to communicate and lead from the front during such a difficult time. My goal was for this group to share principles and tactics that we have implemented within our own organizations that might help others adapt quickly in the sudden remote working environment. Westphal: The idea was a simple one: assemble six FinTech leaders to have a candid, non-scripted, open discussion about relevant, real-time topics affecting the advisor community during the unprecedented Covid-19 global pandemic of 2020. Hortz: How did you bring in so many FinTech and advisor industry CEOs so quickly? I had a great feeling that they would be willing to share their knowledge and experience dealing with the current crisis we had all found ourselves working through.
Working closely with them over time, I had observed firsthand how this specific group of financial technology execs led through change in the past. Instead, I thought about all the great relationships and strategic partnerships I had built over the years with some of the smartest, most positive people on the planet in the FinTech industry. My initial thought was not just what I could offer to my clients. Hortz: What was behind your thinking that motivated you to put together this engagement strategy for your advisor clients and prospects? Hopefully, besides all the great advice provided for financial professionals, it also inspires advisors to consider developing their own thought leader panels and position themselves to proactively address the issues and concerns of their clients and their local communities.
SNAPPY KRAKEN INTEGRATIONS SERIES
We reached out to Corey Westphal to ask about the mechanics of how he developed and implemented such a well-attended virtual panel series with such a broad cross section of industry leaders.
This clearly demonstrated the need and desire for this kind of information, guidance, and outreach of support. The response they received was immediate and drove them to evolve their outreach into three virtual events with over 1,500 advisors registering.
SNAPPY KRAKEN INTEGRATIONS PROFESSIONAL
The event was free to financial professional participants and they covered a broad range of important industry topics including: Leading Through Change, Perseverance, Remote Working Principles and Tactics, and Implementing Tech Integrations. Panelists included Adam Holt CEO of Asset-Map, Brian McLaughlin CEO of Redtail Technology, Robert Sofia CEO of Snappy Kraken, Eric Clarke CEO of Orion Advisor Tech, Lori Hardwick Chairman of Riskalyze, and Corey Westphal CEO of Mobile Assistant. One such virtual event created by Corey Westphal CEO of MobileAssistant – a #FinTech company that is transforming traditional dictation service technology into an advisor client engagement and business enhancer – evolved into a series of virtual panels with FinTech and advisory firm leaders. The Institute continues its new interview series with Virtual Engagement Leaders to examine and learn from their recent virtual event experiences.
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