Folio Institutional Launches Expert Interview Podcasts for Advisors

"Folio's 'Expert Interview' podcasts are designed to be a go-to source for advisors who need quick and actionable information across a wide variety of topics," said Greg Vigrass, president of Folio Institutional and host of the podcasts. "Best practices are an important commodity to advisors, and we are pleased to bring them the latest ideas from consultants, pioneers, advocates, writers and others."

The "Expert Interview" audio interview catalog includes:

• Lowell Putnam, Quovo: "Future Proofing Your Practice"
• Sterling Shea, Barron's: "Ready.Set.Grow."
• Ryan Shanks, Finetooth Consulting: "Going Independent: Notes From the Field"
• Jennifer Goldman, My Virtual COO: "The Chicken or the Egg? Making the Right Tech Choices in the Right Order"
• GJ King, RIA in a Box: "Form ADV: Looking Under the Hood"

Folio Institutional plans more podcasts on topics ranging from NextGen advisors, Big Data, behavioral finance and tax optimization. Future "Expert Interviews" will also offer additional deskside conversations with industry pioneers.

To suggest an "Expert Interview" podcast topic, please email [email protected].

About Folio Institutional
Folio Institutional^® is a leading brokerage, custody and financial technology company, all in one. Investment advisors, financial institutions and retirement plans use our innovative technology and modular solutions to build and precisely manage customized portfolios for their entire client base, regardless of account size. Our clients use our state-of-the-art trading, portfolio management tools, digital investing services and alternative investment capabilities to create a better client experience, scale their business and improve profitability. We empower the financial services industry on both a full-service and technology-licensed basis, servicing billions of dollars of investor assets nationwide. www.folioinstitutional.com

©2017 FOLIOfn, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC.

SOURCE Folio Institutional

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