Video: Reed Colley Interview with Shannon Rosic at WealthStack ‘23

On this episode of The Customer Wins, host Richard Walker sits down with Reed Colley to discuss the recent evolution in wealth management thanks to the rise of new technologies and the changing demands of clients. Unfortunately, many of the legacy systems that have been in use...

Reed Colley joins WealthTech on Deck host Jack Sharry to explore the catalyst behind developing Summit Wealth Systems, which aims to provide a comprehensive platform for advisors to unlock the full potential of their practice. They discuss how the platform focuses on unifying...

In this episode of WealthTech on Deck, Reed Colley joins host Jack Sharry to discuss the importance of understanding the needs of advisors and their clients, the process of turning ideas into tangible solutions, and the role of innovation in driving better client experiences...