Tag Archives: FinancialAdvisors


The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience

Over the next several years, the most successful firms in the wealth management industry will be those that have a clear vision for how human capital, technology and client service intersect to drive growth. 

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Martine Lellis, Chief Talent and Administrative Officer at Mercer Advisors, about creating a defined client experience, attracting and retaining NextGen talent – and how the role of financial advisor is evolving in line with client need. 

Mark and Martine discuss:

  • The key elements of a great client experience
  • How specialists can integrate within financial advisory firms
  • The role “curiosity” will play in driving growth
  • What advisors can learn from the medical profession about supporting clients 

Connect With Mark Bruno:

Connect With Martine Lellis:

About Our Guest:

Martine oversees Talent Management, HR, and Compliance at Mercer Advisors as well as leads cross-functional initiatives aimed at improving offerings for clients. Before joining Mercer Advisors, Martine was a Principal and both the Chief Operating Officer and Chief Compliance Officer at Sullivan, Bruyette, Speros & Blayney, an RIA in Mclean, VA.

Martine has a degree in Mathematics from Duke University and an MBA from Georgetown University. She’s a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. She consulted with Keir Educational Resources as a writer and instructor for CFP® exam review courses. In addition, Martine served as a member of the Schwab Advisor Services Technology, Operations & Service Advisory Board.


The Wealth Management Firm of the Future: Andrew Altfest on AI’s Role in the Future of Financial Advice

Artificial intelligence has become a mainstream tool everywhere, from Siri and Alexa to trend monitoring software for Netflix. How can financial advisors leverage this technology to grow their business?

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Andrew Altfest, President of Altfest and Founder and CEO of FP Alpha, about how technology is reshaping financial advice and the delivery of wealth management services to clients. 

Specifically, Mark and Andrew discuss:

  • How AI can be used to make complex estate planning and trust issues more efficient
  • Popular digital marketing strategies for prospecting to HNW and UHNW investors
  • How “mass personalization” will help advisors accelerate the growth of their businesses moving forward

Connect With Mark Bruno:

Connect With Andrew Altfest:

About Our Guest:

Andrew Altfest, CFP®, MBA is the founder and CEO of FP Alpha, the first AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients across over 15 financial planning disciplines, and is complementary to their current retirement planning software, starting where it stops.