Jason Quinn
Dover, Massachusetts, United States
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4K followers
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Jason Quinn shared thisHot take?! Every WealthTech and “tech for flow” company should be paying attention to Anthropic partnering directly with Blackstone , Goldman Sachs Goldman Sachs , and Hellman & Friedman. This is bigger than AI features. The frontier AI companies are moving directly into enterprise workflows and operations. The question for every WealthTech platform now: Are you becoming the AI-native operating layer? Or just middleware the AI eventually routes around? In an AI world, the value shifts from dashboards and workflow tools to: * context * execution * embedded operations * owning the workday And if you’re not part of these ecosystems and partnerships… are you at risk of being left behind? 🤔 https://lnkd.in/eKyDXSBQBuilding a new enterprise AI services company with Blackstone, Hellman & Friedman, and Goldman SachsBuilding a new enterprise AI services company with Blackstone, Hellman & Friedman, and Goldman Sachs
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Jason Quinn posted thisHot take: “We’ve already made our tech investments… and we’re seeking to get more out of them.” I keep hearing this, that’s not a strategy. That’s how incumbents get disrupted. We’ve seen this movie before… retail, media, mobile. They didn’t fail because they lacked resources. They failed because they optimized the old model instead of rebuilding for the new one. Wealth management is at that same moment. AI isn’t something you layer on top of a fragmented stack. It’s a rewrite of how work gets done. And stacks built on stitched workflows, broken data, and human coordination weren’t designed for that world. So the real question isn’t: “How do we get more out of what we bought?” It’s: “Are we willing to rebuild before someone else does it for us?” Because history is clear: You don’t optimize your way through a platform shift. You either rebuild… or you get replaced. #WealthManagement #WealthTech #RIA #BrokerDealer #ArtificialIntelligence #PlatformShift #DigitalTransformation #Rebuild
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Jason Quinn shared thisLast week I shared a hot take: AI won’t replace advisors. It will automate the administrative layer of wealth management. This week Sequoia Capital framed the shift well: “Services are the new software.” AI doesn’t just make software better. It turns software into systems that perform the service itself. In wealth management that means software stops being dashboards and starts becoming workflow engines that run the firm. This is exactly the problem we’re building Advisor360° to solve. Instead of stitching together dozens of tools, the industry needs an operating system where data, workflows, and AI are unified so the platform can actually run the advisor workday. That’s what WealthOS is designed to do. Because in the AI era the real question isn’t: Who has the best tools? It’s: Who owns the operational layer of the advisor’s business. That layer is where the next generation of wealth platforms will be built. Link: https://lnkd.in/eDMqNGmp
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Jason Quinn shared thisWealthbox is hot! And why not, it’s a really strong CRM and great product for advisors. If you want technology that ties the advisor’s entire thread of work together so it can be automated, while staying agnostic to great apps like Wealthbox, pair it with Advisor360° ‘s operating system. Buy Wealthbox. Add Advisor360. Then just advise. Advisor360° we do the work, you advise.Jason Quinn shared thisI love the smell of what advisors are considering switching to for CRM software in the morning... #T32026 #Wealthbox #1
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Jason Quinn shared thisNo surprise from the Michael Kitces Research wellbeing study: more software tools = more fragmentation = lower advisor wellbeing = higher risk of advisor churn. So why has the swivel-chair tech stack lasted so long in wealth management? Is it because operating systems that unify “advisor’s thread of work” like Advisor360° have only recently become available to firms of all sizes and affiliate models? 🤔Jason Quinn shared thisOur latest Kitces Research Study on Advisor Wellbeing is now publicly available on our website! 🥳https://kitc.es/4tiZvD1 Throughout the report, we highlight how advisor wellbeing is an important business lever for advisory firms looking to reduce turnover. Some notable findings include: ➡️Only 28% of private equity-backed advisors strongly agreed their life has purpose and 45% expressed optimism about the future – compared to 44% and 58%, respectively, among advisors at firms that haven't taken outside capital. ➡️25% of advisors with low satisfaction with their tech stacks are at high risk of turnover over the next five years, compared to just 1% of advisors with high stack-satisfaction. ➡️The ‘sweet spot’ for advisor wellbeing generally falls between 40 and 100 client households, with the optimal number decreasing as client affluence increases. ➡️6.1% of firm owners/partners who are "Unwell" (i.e., have low levels of wellbeing) are at high risk of turnover over the next 5 years compared to 21.3% of employee advisors. What stood out to you most from our latest report? #KitcesResearch #advisorwellbeingKitces Report: What Actually Contributes To Advisor WellbeingKitces Report: What Actually Contributes To Advisor Wellbeing
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Jason Quinn shared thisHot take from Mat Mathews at Advisor360° . Worth a quick two-minute read.Jason Quinn shared thisForget the prediction markets, what do the wealthtech experts think on the future scenarios? With FutureProof and T3 in full swing this week, here are my thoughts. #FutureProof #T3 #WealthTech
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Jason Quinn posted thisExcited to be at Future Proof Festival at a pretty iconic moment for wealth managment. Legacy platforms are now announcing partnerships with Anthropic and other AI players. Glad they caught up. But did they? Or is it just marketing to limit market cap decline or a real transformation ? Events like Future Proof tend to separate the talkers from the builders. The firms that truly rebuilt their platforms for an AI-native world will show it. Excited to see who’s actually shipping! Frank Pupo Laurie Freedman Jeremy Skaling Orly Tabak Vallario #FutureProofFestival #WealthTech #ArtificialIntelligence #WealthManagement #FinTech
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Jason Quinn shared thisDidier Dessens gives great advice. The wealth industry is running a massive experiment: Can you turn a customized Salesforce instance into an AI platform? The “last-mile AI problem” is the answer. AI doesn’t live in prompts. It lives in workflows, data models, and execution systems. That’s why Advisor360° was built as a purpose-built WealthOS, not a retrofitted CRM. You don’t customize your way to AI. You architect for it.Jason Quinn shared thisThis week, news headlines highlighted that Salesforce is now pushing hard on the “last-mile problem.” What is it? This is what may be the real barrier to enterprise AI. It is the gap between AI that works in demos and AI that works inside real business operations. Not isolated prompts. It means the integration of AI into workflows, with CRM data models, business logic, and transactional systems. It also means governance, auditability, and compliance. How I see it: 1. CRM wants to become the execution layer for enterprise AI. The place where data, processes, and customer interactions converge. 2. The real challenge here is architectural and organizational. And the level of complexity can disrupt existing operations or slow adoption if not managed properly. 3. This reminds us that operationalizing AI requires good coordination across several dimensions: Data quality, process clarity, workflow redesign, technical integration with legacy systems, and governance. It also requires new skills among CRM admins and developers. Executive takeaways: 1. Invest with integration in mind. Value comes from the integration of AI into real workflows. 2. Prioritize CRM data quality and process maturity. AI cannot compensate for foundational weaknesses. 3. Focus on operational use cases, not generic AI capabilities. Target specific workflows where AI can improve speed, consistency, or customer experience. #Salesforce #AI #CRM
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Jason Quinn shared thisInspired by Jim Craig sharing the mindset behind the Miracle on Ice at our first SKO… teaching our growing sales team how we sell to any affiliate model and any advisor count. At Advisor360° , the principle is simple: win the advisor workday — every day. LG!Jason Quinn shared thisThank you to the entire team at Advisor360°, and especially Laurie Freedman and Frank Pupo, for such a wonderful experience. It was truly a pleasure to join your event and spend time with such a thoughtful and engaged group. From start to finish, your team was incredibly professional, welcoming, and a genuine pleasure to work with. I'm grateful for the opportunity to share my story and connect with your team around the mindset, trust, and preparation it takes to succeed at the highest levels. Thank you again for having me - I thoroughly enjoyed being part of it!
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Jason Quinn liked thisJason Quinn liked thisThe next big thing can come from anywhere. Going back to the late 18th century, these inventions were picked based on the impact they've left on society, the economy, or science. Business Insider MidAmerica Nazarene University
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Jason Quinn reacted on thisLove this and thankful for our CoS —and our COO/CFO who we support! One team — let’s go!Jason Quinn reacted on thisCEO vs. Chief of Staff vs. Executive Assistant... as the human body: CEO is the Brain. Chief of Staff is the Nervous System. Executive Assistant is the Heart. 🧠 CEO=- Brain → Sets the vision and direction, like the brain directs the body's functions. 🌐 Chief of Staff = Nervous System → Carries through the brain's direction while coordinating, communicating, and executing. Similar to the nervous system's role in the body. 🫀 Sr. Executive Assistant = Heart → Provides vital support and ensures smooth operations, akin to the heart sustaining the body. __ Do you use analogies to describe these or other C-suite roles? Please share in the comments. (Analogy credit: Neha Panchal) __ ♻️ Engage and share to support this post. 👋 Follow Maggie Olson for daily CoS & leadership insights
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Jason Quinn liked thisJason Quinn liked thisAt MassMutual, we take a deliberate approach to technology—one that recognizes no two advisor practices are the same. In this video, I share how we lead with flexible solutions designed to support every advisor. We are committed to continuously benchmarking the market and updating our offerings to make sure you have access to the tools you need to succeed. Take a look.
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Jason Quinn liked thisJason Quinn liked thisThis sunrise didn't happen from my kitchen window at home, it happened from wherever I chose to be this morning. 🌅 And that's the point. While thousands of talented professionals are sitting in traffic for 90+ minutes a day — time they'll never get back — Blink Charging made a different bet. We are going remote-first, and we’ll never look back. "But how do you get things done without being in the office?" The same way the most mature, high-trust organizations always have: outcomes over attendance. We collaborate when it matters, meet intentionally, and trust our people to own their work. Sporadic in-person gatherings and focused virtual collaboration have replaced the performative theater of open-plan offices. Here's what the data shows and what we're living: 🌍 Global talent, unlocked. We're no longer hiring within a 30-mile radius. We recruit the best minds, wherever they are — different time zones, different lived experiences, sharper thinking. ⚡ Productivity, reclaimed. Every hour not spent in traffic is an hour our team invests in deep work, family, health, or creativity. That's not a perk, that's a competitive advantage. 🤝 More labor participation. Remote and hybrid models open doors for parents, caregivers, people with disabilities, and those in underserved geographies who were previously locked out of opportunity. 🏢 Smart capital allocation. While others pour millions into commercial real estate, we reinvest in our people, their tools, and the work that actually moves the needle. Some companies are dragging their employees back to desks in a bid to signal "culture." But culture isn't a building. Culture is trust, transparency, and the freedom to do your best work — from wherever that looks like for you. This morning, it looked like a sunrise I'll never forget. Grateful to work for a company that sees people as whole humans — not desk-warmers. 🙏 #RemoteWork #FutureOfWork #HybridFirst #WorkFromAnywhere #CompanyCulture #TalentStrategy #Leadership #RemoteFirst #WorkLifeIntegration #EmployeeExperience
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Jason Quinn liked thisJason Quinn liked thisYour home life affects your work life. Just because home life has been "traditionally" set up a certain way doesn't mean it HAS to be set up that way for you. Take it from me. I detail my home life set up at the beginning of this conversation with Full Stack Moms and I'll bet you a few doll-hairs yours isn't set up like mine. If it works, it works. But if it doesn't, it's helpful to have the language - and systems (thanks The Fair Play Policy Institute) - to be able to communicate the changes that might make your home life a heck of a lot better. Bonus - your work life will get better too.
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Jason Quinn liked thisJason Quinn liked thisWe are excited to announce that Nick Lundgren has joined Underdog as Chief Legal Officer as we continue to expand our prediction market offerings, including on our own exchange. Lundgren is the former Chief Legal Officer of Crypto.com and CEO/President of its CFTC-regulated division, where he certified the nation’s first sports event contracts after leading the acquisition of Crypto.com’s DCM, DCO, and FCM licenses. “After working with Underdog, getting to know the team, their ability to build product and seeing them acquire the full stack of prediction markets licenses, it became obvious to me they were going to win the largest category of prediction markets, sports. I had to be there” - Nick Lundgren. Read more here: https://lnkd.in/ef_4wgmjUnderdog Hires Former Head of Crypto.com Prediction ExchangeUnderdog Hires Former Head of Crypto.com Prediction Exchange
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Jason Quinn liked thisJason Quinn liked thisBig news out of Advisor360°. Merit Financial Advisors — $26B AUM, 55+ offices — just approved Advisor360° as a supported technology platform for their advisors. What stands out to me isn't just the name. It's what this signals for the industry. The #1 reason advisors switch firms is the desire for better technology (2025 Connected Wealth Report, Advisor Transitions Edition). And yet 74% say they aren't getting full value from their tools (2026 Connected Wealth Report). Merit gets it. When an advisor joins their platform, they shouldn't have to start over — same workflows, same data, same client experience. That continuity is increasingly becoming a competitive differentiator in how firms attract and retain talent. The firms winning the advisor battle aren't just offering better payouts. They're offering better platforms. Read the full announcement: https://lnkd.in/eu3B8-u5 #AdvisorExperience #RIA #AdvisorPortability #FinTech
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Jason Quinn liked thisJason Quinn liked this"Everything we do in technology is for the advisor-client relationship. That's where the rubber meets the road." That's Advisor360°'s Trevor Hicks speaking in our recent webinar, and it's the kind of clarity that cuts through the noise. In his latest blog, Rob Bateman breaks down the sharpest takeaways from the event: Advisor Experience: Knowing Your Value, Owning Your Workday. The conversation gets specific: what advisors are asking from firms, how firms are responding, and why the advisor recruiting race is being won on technology. 👉 Read the full recap: https://lnkd.in/gD8uB6nh Jason Diamond, Davis Janowski, Wealth Management
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The quiet reason fractional CFO work often disappoints is rooted in differing expectations. Many fractional CFO engagements lose momentum—not due to talent or a lack of commitment from the business, but because stakeholders enter with varying assumptions about the role. Companies often believe a CFO's primary value lies in tidier financials, such as: - Organized books - Polished dashboards - Cleaner historical data - Sharper monthly reports While these elements are useful, they are not transformative. When the focus is on fixing the past, the CFO often becomes an extension of the accounting team, engaged in untangling entries and rebuilding models to make imperfect data work. This is important work, but it is not strategic. A CFO's real impact is seen in the decisions leadership makes about the future. Key questions include: - What’s the smartest place to deploy capital? - How much volatility can we absorb? - What scenarios threaten our runway? - Are we scaling profitably or just scaling activity? Fractional CFO relationships that truly succeed share a common trait: a solid foundation. Accounting owns accuracy, while finance owns direction. When these lanes are clear, the CFO is not stuck repairing yesterday; they are helping to design tomorrow.
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Karl Maier
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Before you push for rapid growth, make sure your systems are ready. If your business isn't optimized, small inefficiencies can become big, expensive problems as you scale. Even something as simple as shortening your cash flow cycle by seven days can free up a significant amount of working capital. Growth is exciting—but smart, strategic growth is what builds lasting success. #Abunden #BusinessGrowth #CFO #FinancialManagement #CashFlow
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streamOS
352 followers
The Accordion team has put together a beautifully designed survey that belies a really ugly disconnect between PE expectations and CFO execution. 98% of PE sponsors have *ahem* asked their CFOs to prioritize the use of AI in the finance function - with only 4% of CFOs reporting that they've managed to implement AI broadly. That's a pretty sizable delta. Reasons are myriad, but in the end PE and investors in general hold both carrot and stick. https://lnkd.in/egefv2Dr
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Ani Kochiashvili
Standard Metrics • 3K followers
The SEC is preparing to let public companies report semiannually instead of quarterly. The argument: less frequent reporting reduces compliance costs and encourages more companies to go public. Warren Buffett has had a nuanced take on this for years. He likes getting quarterly figures as an investor. What he doesn't like is quarterly guidance, the earnings forecasts that pressure CEOs into short-term thinking and, as he put it, doing things they otherwise wouldn't. Private markets have the opposite problem: not nearly enough reporting. Companies die quietly because there's not enough transparency to catch problems early or spot undeveloped potential. Cambridge Associates' venture capital index is up only 3% over the past three years. PE is at 8%. As CNBC's Kate Kelly pointed out, it's hard to know how much worse it could get because we don't have a good look at the financials of the underlying businesses. So public markets want to report less. Private markets need to report more. But frequency may not be the core issue. It's what the reporting is designed to achieve. Reporting shouldn't exist to check a compliance box, hit a quarterly earnings target, or protect a stock price. It should help companies actually understand their performance. Is your growth truly impressive, or are you burning too much to sustain it? What targets should you hit before your next raise? What valuation multiples are realistic? Today, most private companies can't answer these questions. As one early-stage company CFO shared with me, their planning is often a complete shot in the dark. Fundraising prep is no better because there's no visibility into what good looks like. When companies and investors focus on reporting the right metrics, companies get clarity on where they stand and what to aim for. Investors get the visibility to support them effectively. https://lnkd.in/dQppJFnA
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