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Who We Are

Meet the Experts

Graham Turner

President

Advisor Websites helps financial advisors stand out and grow their business online with conversion-friendly, personalized websites and targeted digital marketing solutions.

advisorwebsites.com

You’ve got questions, these top executives have answers!
Watch the webinar replay to access all the insights.

Live Q&A: Crush Your Marketing In 2023 With Top Strategies & Tips From FinTech Executives!

With inflation and a looming recession, financial advisors are starting to think about where they can cut costs in 2023.

What worked this year may not work in the next. But before you touch your growth budget, remember that marketing still plays a critical role in leapfrogging your competitors and retaining clients!

Watch the webinar replay from our LIVE Q&A webinar on December 13th to access marketing questions and answers from top players in the industry so that you’re equipped to have your BEST year yet!

Sheryl Hickerson

Founder & CEO

Adam Holt
Founder & CEO

Founded in 2018, Females and Finance™ started as a special interest group around the idea of recruiting, training, and advancing women in financial services and financial technology. Today, it now serves more than 3,200 professionals by providing the most user-friendly and professional platform to host networking, training, and educational events focused on business development, practice enhancement, and entrepreneurship support.

 
femalesandfinance.com

John Rourke

CEO

Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions.

asset-map.com

Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox’s modern product design offers simplicity in the user experience that’s combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses.

www.wealthbox.com

Meghan Richter
President & Co-Founder

Intention.ly is a growth engine design consultancy and marketing agency that launched in early 2021, at a time when financial services companies were scrambling to evolve their business models to account for the overnight shift in the way consumers were purchasing products and interacting with brands. 

intention.ly