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Blogs

Fresh ideas to grow your business and keep clients coming back

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Volatility can open the door to opportunity

June 5, 2025

Periods of market volatility are inherently stressful for both investors and financial advisors. However, for advisors prepared to help clients effectively navigate such an environment, volatility also presents an opportunity to shine. Delivering your expertise, empathy and insights successfully will reassure clients, differentiate you from the competition and help transform volatility into opportunity.

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Trading: Not all risk is created equal

April 14, 2025

There are over 20 specific trading-related risks financial professionals must consider when researching securities, building models, conducting buys/sells and reallocating portfolios on behalf of clients. This speaks to the complexities of the trading process as well as the importance of getting it right. However, one line item typically unmentioned in the trading risk roster is far and above the most nefarious … because when you get it wrong, other potential risks are sure to actualize. We’re talking about the risk of partnering with the wrong firm.

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Measuring risk is one thing. Managing it is another.

April 3, 2025

In asset management, risk and reward have a long, storied relationship. It’s one that is essential to the asset management/financial planning process and is becoming increasingly complex as new products enter the marketplace and new risk metrics and calculation models become available. From meeting compliance standards to acing client engagement, getting risk right is non-negotiable … and a key driver of practice growth.

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Podcasts

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APR 130 MIN

Amplify with Vickie Lewin | 369

The Fintape ▶ Play

In this episode Jason Pereira interviews Vickie Lewin, Chief Growth Officer of Amplify, to discuss their wealth tech platform designed to enhance the advisor and client experience. Vickie explains how Amplify was born within the RIA Ashton Thomas and highlights its evolution into a standalone technology platform aimed at addressing common challenges faced by advisors. Amplify’s focus on reducing complexity,…

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APR 1036 MIN

Byte-sized progress: How technology reshapes financial advising with Vickie Lewin

The Fintape ▶ Play

Vickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this business.

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APR 2045 MIN

Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify

In The Suite ▶ Play

Today, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients.

Integrations

Built with modern, flexible APIs and cloud-based tech—not outdated legacy systems—Amplify
integrates with the best in WealthTech so you don’t have to.

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