This podcast was recorded by Peter Montoya, host of the upcoming TechLeaders conference, and featured our own Bart Wisniowski, CEO of TechLeaders—unlike any other event—has an agenda dedicated only to presenting the technology solutions that turn challenges into opportunity for the broker-dealer marketplace.

Bart and Peter discuss how the process has evolved, what advisors are looking for, and how a new series of “Executive Reportcards” are helping broker-dealers stay on top of the solutions their representatives prefer.


For more information on TechLeaders discussions and solutions visit

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Written by Loic Jeanjean
Loic is the Head of Sales and Marketing at Advisor Websites where he is responsible for continuous refinement, testing, and execution of the company’s go to market strategy. This includes optimizing the company’s sales approach (direct sales, partner based, web-based, etc.) and its implementation. He is a member of the Financial Planning Association® (FPA®).