Colin Falls's guest appearances

Colin Falls

The Resilient Advisor

Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief

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In this episode, David Armstrong is joined by Colin Falls, president of GeoWealth, on the firm’s growth trajectory, what it means to be an “advisor-driven” turnkey asset management platform for RIAs, and how technology can ease the tension for RIAs between model portfolios and customized investment management, and what the company’s recent capital raise means for the future of GeoWealth. Colin discusses:  The history of GeoWealth, how it launched as a family office-backed tech platform that acquired an RIA to develop its technology in real-time, and where Falls sees the firm in the larger ecosystem of advisor technology now. The never-ending arms race in digital product development and engineering, and how GeoWealth’s recent capital raise is going to be deployed. How technology is making customized model portfolios for smaller RIAs a scalable proposition. GeoWealth research which shows the benefits of outsourcing investment management on an RIA’s growth. A sneak preview of GeoWealth’s upcoming tax-focused technology integration announcement. How he sees ESG and direct indexing impacting the future of investment management for RIAs and the trajectory of GeoWealth. His background playing professional basketball in Italy and Eastern Europe, and thoughts on the conflict in Ukraine.  Connect With Colin Falls:  Colin Falls GeoWealth  Connect With David Armstrong:  david.armstrong@informa.com WealthManagement.com  About Our Guest: Prior to joining GeoWealth in 2012, Colin served in various roles and departments – ranging across advisory and back office – at Frontier Wealth Management, a Kansas City based Registered Investment Advisor. He graduated from the University of Notre Dame’s Mendoza College of Business with a B.A. in Management and Entrepreneurship. As a captain of the Notre Dame Basketball team, Colin earned First Team All-Big East honors as a senior and finished his career with the most three-point field goals made in Notre Dame and Big East Conference history. Colin went on to play basketball professionally in Italy and the Czech Republic.

In this episode, David Armstrong is joined by Colin Falls, president of GeoWealth, on the firm’s growth trajectory, what it means to be an “advisor-driven” turnkey asset management platform for RIAs, and how technology can ease the tension for RIAs between model portfolios and customized investment management, and what the company’s recent capital raise means for the future of GeoWealth. Colin discusses: <ul> <li>The history of GeoWealth, how it launched as a family office-backed tech platform that acquired an RIA to develop its technology in real-time, and where Falls sees the firm in the larger ecosystem of advisor technology now.</li> <li>The never-ending arms race in digital product development and engineering, and how GeoWealth’s recent capital raise is going to be deployed.</li> <li>How technology is making customized model portfolios for smaller RIAs a scalable proposition.</li> <li>GeoWealth research which shows the benefits of outsourcing investment management on an RIA’s growth.</li> <li>A sneak preview of GeoWealth’s upcoming tax-focused technology integration announcement.</li> <li>How he sees ESG and direct indexing impacting the future of investment management for RIAs and the trajectory of GeoWealth.</li> <li>His background playing professional basketball in Italy and Eastern Europe, and thoughts on the conflict in Ukraine.</li> </ul> Connect With Colin Falls: <ul> <li><a href="https://www.linkedin.com/in/colin-falls-1b5b1186/" rel="nofollow" target="_blank">Colin Falls</a></li> <li><a href="https://geowealth.com/" rel="nofollow" target="_blank">GeoWealth</a></li> </ul> Connect With David Armstrong: <ul> <li><a href="mailto:david.armstrong@informa.com">david.armstrong@informa.com</a></li> <li><a href="https://www.wealthmanagement.com/" rel="nofollow" target="_blank">WealthManagement.com</a></li> </ul> About Our Guest: Prior to joining GeoWealth in 2012, Colin served in various roles and departments – ranging across advisory and back office – at Frontier Wealth Management, a Kansas City based Registered Investment Advisor. He graduated from the University of Notre Dame’s Mendoza College of Business with a B.A. in Management and Entrepreneurship. As a captain of the Notre Dame Basketball team, Colin earned First Team All-Big East honors as a senior and finished his career with the most three-point field goals made in Notre Dame and Big East Conference history. Colin went on to play basketball professionally in Italy and the Czech Republic.

Advisor Innovations Podcast: GeoWealth’s Colin Falls

Colin Falls of GeoWealth comes on The Resilient Advisor Show with Jay Coulter to talk about how to partner with the right TAMP. Learn more about GeoWealth: https://geowealth.com Follow GeoWealth on Social: LinkedIn: https://www.linkedin.com/company/geowealth Twitter: https://twitter.com/GeoWealthTech Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Colin Falls of GeoWealth comes on The Resilient Advisor Show with Jay Coulter to talk about how to partner with the right TAMP. Learn more about GeoWealth: <a href="https://geowealth.com" rel="nofollow" target="_blank">https://geowealth.com</a> Follow GeoWealth on Social: LinkedIn: <a href="https://www.linkedin.com/company/geowealth" rel="nofollow" target="_blank">https://www.linkedin.com/company/geowealth</a> Twitter: <a href="https://twitter.com/GeoWealthTech" rel="nofollow" target="_blank">https://twitter.com/GeoWealthTech</a> Follow Financial Advisor TV™ on Social: Twitter: <a href="https://twitter.com/finadvisortv" rel="nofollow" target="_blank">https://twitter.com/finadvisortv</a> Facebook: <a href="https://www.facebook.com/financialadvisortv" rel="nofollow" target="_blank">https://www.facebook.com/financialadvisortv</a> LinkedIn: <a href="https://www.linkedin.com/company/financialadvisortv" rel="nofollow" target="_blank">https://www.linkedin.com/company/financialadvisortv</a> Instagram: <a href="https://www.instagram.com/financialadvisortv" rel="nofollow" target="_blank">https://www.instagram.com/financialadvisortv</a> Learn more about Financial Advisor TV™: <a href="http://www.financialadvisor.tv" rel="nofollow" target="_blank">http://www.financialadvisor.tv</a> Follow Resilient Advisor™ On Social: Twitter: <a href="https://twitter.com/sjaycoulter" rel="nofollow" target="_blank">https://twitter.com/sjaycoulter</a> Facebook: <a href="https://www.facebook.com/resilientadvisor" rel="nofollow" target="_blank">https://www.facebook.com/resilientadvisor</a> LinkedIn: <a href="https://www.linkedin.com/in/sjaycoulter" rel="nofollow" target="_blank">https://www.linkedin.com/in/sjaycoulter</a> Instagram: <a href="https://www.instagram.com/sjaycoulter" rel="nofollow" target="_blank">https://www.instagram.com/sjaycoulter</a> Learn more about Resilient Advisor™: <a href="https://www.resilientadvisor.com" rel="nofollow" target="_blank">https://www.resilientadvisor.com</a> © Resilient Advisor. All Rights Reserved