Rich Cancro's guest appearances

Rich Cancro

WealthTech Today

TacoTech

WealthTech on Deck

Brian Ross

Aaron Schumm

Christina Townsend

Adam Holt

Ben Webster

Brian McLaughlin

Mark Hoffman

John Mackowiak

Megan Carpenter

Samantha Russell

Dani Fava

Cheryl Nash

Aaron Klein

Tricia Rothschild

Jason Wenk

OwlTail

Technology has always been a driver for change, and the financial sector is no exception. Driven by clients who are looking for more holistic advice, financial advisors are now leveraging technology solutions to provide a higher level of service. With the development of comprehensive advisory platforms, advisors can offer better advice and outcomes to their clients.In today’s episode, Jack talks with Rich Cancro, Founder and CEO at AdvisorEngine. Rich brings more than 25 years of experience building wealth management technology. Prior to founding AdvisorEngine, he served as a Managing Director at Bank of America Merrill Lynch, and created industry-leading solutions for J.P. Morgan, Bear Stearns and DLJDirect. Rich talks with Jack about how he helps advisors provide better advice and outcomes for their clients, how he built AdvisorEngine to be a comprehensive advice platform, and what the future looks like for the financial advisory industry.Key Takeaways [01:08] - What AdvisorEngine has to offer clients. [01:51] - An overview of Rich's career in the financial advisory. [05:56] - Why Rich started his own business despite working for one of the largest firms. [10:42] - How Rich built AdvisorEngine to be a comprehensive advice platform. [15:14] - Rich's perspective on the future of the industry. [21:50] - What prompted AdvisorEngine to acquire Junxure. [25:41] - Interesting things Rich does outside of work. Quotes[02:30] - "I am absolutely passionate about fiduciary advisors. I love the fact that fiduciary advisors are fully aligned with the client's interests. They're small businesses. How they get service and how they service their clients, every moment matters." - Rich Cancro[18:03] - "I think advisors really have to evolve from relationship building. They're great at it, that's where they build their trust. But they have to pivot from that perspective into becoming great marketers. A vast majority of independents are not great at marketing" - Rich CancroLinks  Rich Cancro on LinkedIn AdvisorEngine Tom Bradley Charles Schwab TD Ameritrade Fidelity Investments Pershing James Crowley Merrill Lynch Joel Bruckenstein New York Yankees Boston Red Sox Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook 

Technology has always been a driver for change, and the financial sector is no exception. Driven by clients who are looking for more holistic advice, financial advisors are now leveraging technology solutions to provide a higher level of service. With the development of comprehensive advisory platforms, advisors can offer better advice and outcomes to their clients.In today’s episode, Jack talks with Rich Cancro, Founder and CEO at AdvisorEngine. Rich brings more than 25 years of experience building wealth management technology. Prior to founding AdvisorEngine, he served as a Managing Director at Bank of America Merrill Lynch, and created industry-leading solutions for J.P. Morgan, Bear Stearns and DLJDirect. Rich talks with Jack about how he helps advisors provide better advice and outcomes for their clients, how he built AdvisorEngine to be a comprehensive advice platform, and what the future looks like for the financial advisory industry. Key Takeaways<ul> <li>[01:08] - What AdvisorEngine has to offer clients.</li> <li>[01:51] - An overview of Rich's career in the financial advisory.</li> <li>[05:56] - Why Rich started his own business despite working for one of the largest firms.</li> <li>[10:42] - How Rich built AdvisorEngine to be a comprehensive advice platform.</li> <li>[15:14] - Rich's perspective on the future of the industry.</li> <li>[21:50] - What prompted AdvisorEngine to acquire Junxure.</li> <li>[25:41] - Interesting things Rich does outside of work.</li> </ul> Quotes[02:30] - "I am absolutely passionate about fiduciary advisors. I love the fact that fiduciary advisors are fully aligned with the client's interests. They're small businesses. How they get service and how they service their clients, every moment matters." - <a href="https://www.linkedin.com/in/richcancro/" rel="nofollow" target="_blank">Rich Cancro</a>[18:03] - "I think advisors really have to evolve from relationship building. They're great at it, that's where they build their trust. But they have to pivot from that perspective into becoming great marketers. A vast majority of independents are not great at marketing" - <a href="https://www.linkedin.com/in/richcancro/" rel="nofollow" target="_blank">Rich Cancro</a> Links <ul> <li><a href="https://www.linkedin.com/in/richcancro/" rel="nofollow" target="_blank">Rich Cancro on LinkedIn</a></li> <li><a href="https://www.advisorengine.com/" rel="nofollow" target="_blank">AdvisorEngine</a></li> <li><a href="https://www.linkedin.com/in/tom-bradley-564a2553/" rel="nofollow" target="_blank">Tom Bradley</a></li> <li><a href="https://www.schwab.com/" rel="nofollow" target="_blank">Charles Schwab</a></li> <li><a href="https://www.tdameritrade.com/" rel="nofollow" target="_blank">TD Ameritrade</a></li> <li><a href="https://www.fidelity.com/" rel="nofollow" target="_blank">Fidelity Investments</a></li> <li><a href="https://www.pershing.com/" rel="nofollow" target="_blank">Pershing</a></li> <li><a href="https://www.linkedin.com/in/jamestcrowley/" rel="nofollow" target="_blank">James Crowley</a></li> <li><a href="https://www.ml.com/" rel="nofollow" target="_blank">Merrill Lynch</a></li> <li><a href="https://www.linkedin.com/in/joelbruckenstein/" rel="nofollow" target="_blank">Joel Bruckenstein</a></li> <li><a href="https://www.mlb.com/yankees" rel="nofollow" target="_blank">New York Yankees</a></li> <li><a href="https://www.mlb.com/redsox" rel="nofollow" target="_blank">Boston Red Sox</a></li> </ul> Connect with our hosts<ul> <li><a href="https://www.lifeyield.com/" rel="nofollow" target="_blank">LifeYield</a></li> <li><a href="https://www.linkedin.com/in/jacksharry/" rel="nofollow" target="_blank">Jack Sharry on LinkedIn</a></li> <li><a href="https://twitter.com/jacksharry52?lang=en" rel="nofollow" target="_blank">Jack Sharry on Twitter</a></li> </ul> Subscribe and stay in touch<ul> <li><a href="https://podcasts.apple.com/us/podcast/wealthtech-on-deck/id1555575323" rel="nofollow" target="_blank">Apple Podcasts</a></li> <li><a href="https://open.spotify.com/show/198HVtNggnMf5FWo6GnHuS" rel="nofollow" target="_blank">Spotify</a></li> <li><a href="https://www.linkedin.com/company/lifeyield-llc/" rel="nofollow" target="_blank">LinkedIn</a></li> <li><a href="https://twitter.com/lifeyield" rel="nofollow" target="_blank">Twitter</a></li> <li><a href="https://www.facebook.com/LifeYieldCompanyPage/" rel="nofollow" target="_blank">Facebook</a></li> </ul>

Using Technology to Deliver Comprehensive Advisory Services with Rich Cancro

Today's guest is Rich Cancro, the founder and CEO of AdvisorEngine, a wealth management platform for financial advisors. TacoTech co-hosts Torie Happe and Johnny Sandquist chat with Rich about the update of Junxure CRM to AdvisorEngine CRM and how user feedback helped build the next generation of the software.  We also look ahead to AdvisorEngine's annual Drive conference, happening May 2022 in Austin, and get the 411 on his favorite tacos.

Today's guest is Rich Cancro, the founder and CEO of AdvisorEngine, a wealth management platform for financial advisors. TacoTech co-hosts Torie Happe and Johnny Sandquist chat with Rich about the update of Junxure CRM to AdvisorEngine CRM and how user feedback helped build the next generation of the software.  We also look ahead to AdvisorEngine's annual Drive conference, happening May 2022 in Austin, and get the 411 on his favorite tacos.

Designing WealthTech with Rich Cancro

The post #WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine appeared first on  and was written by Craig Iskowitz. “Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s Winners of Wealthtech interview is with Rich Cancro, who is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy and brings over 25 […] The post #WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine appeared first on  and was written by Craig Iskowitz.

The post <a href="https://wealthtechtoday.com/2019/09/02/winnersofwealthtech-ep-23-avoiding-fear-of-failure-with-rich-cancro-ceo-of-advisorengine/" rel="nofollow" target="_blank">#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine</a> appeared first on <a href="https://wealthtechtoday.com" rel="nofollow" target="_blank"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/" rel="nofollow" target="_blank">Craig Iskowitz</a>. “Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s Winners of Wealthtech interview is with Rich Cancro, who is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy and brings over 25 […] The post <a href="https://wealthtechtoday.com/2019/09/02/winnersofwealthtech-ep-23-avoiding-fear-of-failure-with-rich-cancro-ceo-of-advisorengine/" rel="nofollow" target="_blank">#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine</a> appeared first on <a href="https://wealthtechtoday.com" rel="nofollow" target="_blank"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/" rel="nofollow" target="_blank">Craig Iskowitz</a>.

#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine