Ryan George
@RealRyanGeorge1
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Experienced marketing executive. Content creator. Servant leader. Husband-Father-Son
Dallas, TX
Joined May 2014
What's in store for wealthtech in 2026? If you ask @RealRyanGeorge1, chief marketing officer of @docupace, the AI “fever dream” is set to collide with reality. #ai #wealthtech #techstack
https://t.co/GlA8mQtRKW
financial-planning.com
From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes on what's just over the horizon in wealth management.
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It’s been so fun to watch how #AdviceTechLIVE has grown from year to year
Couldn’t be more excited to see this beautiful human @alisusko_alison CRUSH #AdviceTechLIVE today. Congrats to the entire @AssetMapLLC team for another incredible event. @Holistiplan can’t wait for our time together tomorrow 🎉.
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Join us in welcoming Leon Weiss to Docupace. We are excited to have you join our team! https://t.co/l4CQN4gY1q
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Join F&F Member @RealRyanGeorge1 , CMO of @Docupace and @InvestorCOMInc on a special webinar discussing compliance challenges in a shifting regulatory environment. June 22, 2023 | 1pm ET Register Now: https://t.co/3yr9NcSYv5
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It’s true. The 7 most costly sins of poor operational performance are 100% addressable. Find your fix today. https://t.co/DFZJddLa0t
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Question of the Day: If Christopher Cross did indeed ‘ride like the wind,’ how long did it take him to make to the corner of Mexico?
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Welcome to the Docupace family Nikki North! When describing what Nikki was most excited about she said, "I am most excited about the opportunity to improve and streamline accounting processes while working with great people." https://t.co/dP0jwmgZpX
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Exciting announcement today! Join us for our upcoming webinar on June 22 to learn more. https://t.co/OvWuBOcIRl
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Be wary of anyone who says, tweets or writes "X is going to be a disaster for Y" they're just making it up to stoke fear
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Advisors, now is your chance to see @docupace + @Wealthbox partner up for a webinar on client onboarding best practices. Don't miss out! Sign up here 👉 https://t.co/5OFQtPMxhr
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📣 New Webinar Announced! Join @docupace + @Wealthbox to learn about the best practices for new client onboarding. Sign up here 👉 https://t.co/5OFQtPMxhr
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New Podcast Episode: @RealRyanGeorge1, CMO at @docupace joins @MikeLangford to celebrate National Back Office Heroes Day and... to talk about how independent financial advisors and RIAs can supercharge their businesses. https://t.co/Ae53Yl8dkY
envestnet.com
Stay up-to-date on the latest company news, thought leadership, product enhancement, and more with the Envestnet blog. Our mission: Empower all to realize the Intelligent Financial Life. Join the...
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You’re too kind Mike
Fantastic conversation with @RealRyanGeorge1. I absolutely love his commitment to making life easier for modern financial advisors, their teams, and their clients.
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a difficult economic environment is putting unusual pressure on #wealthtech providers we've already seen three large vendors sweep 3 or more senior executives out the door simultaneously we expect to see more to come v @RIABiz
https://t.co/3tsAIPY9Oq
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First Citizens Bank has acquired Silicon Valley Bank’s $15.9bn RIA division as part of a deal it struck with the FDIC to sweep up assets and liabilities of the failed bank. @IanWenik has more: https://t.co/lfi3YJNQwv
citywire.com
The North Carolina company struck a deal with the FDIC over the weekend for assets of the failed bank.
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Marc Butler is out as president and COO of @Skience, 2 1/2 years after he joined the firm to oversee what was intended to be a period of growth. The sudden shake-up also saw the departure of the firm's chief marketing officer and chief product
wealthmanagement.com
The sudden departure of president Marc Butler comes close on the heels of the exit of two other top executives.
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