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

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 practiceFintech/wealth management tech trends: What's worth paying attention to, and what isn’tHow AI comes into play to analyze dataThe back-office revolution in wealth management: Why enhancing how the work is done is improving the client experienceUnlocking growth: The future of financial advice and how technology will change the financial services industry in the coming yearsConnect with Scott on LinkedIn<br />Connect with  Ryan on LinkedInFor more on The Optimized Advisor Podcast click here  <br />For more on Docupace click hereFollow us on LinkedIn<br />Follow us on Instagram<br />Follow us on Facebook