In the Money

About In the Money

Welcome to In the Money with Flyer Financial Technologies, the company that builds cutting-edge technology designed to solve asset and wealth management firms’ toughest trading workflows. In this podcast, we help advisors and asset managers understand how technology is transforming the WealthTech sector. We’ll cover how to leverage technology for faster, smarter investment decisions, mega-trends, and more. Tune in to hear our guest experts explore the biggest challenges and opportunities in the WealthTech game.

Publisher

Flyer Financial

Category

business · business

Language

en

Explicit

No

First episode

18 May 2022

Latest episode

4 Mar 2026

Latest episodes

33 episodes in the feed.

1. 

   4 Mar 2026

   Growth Through Strategic Partnerships with Dan O’Brien (Ep. 33 | Pt. 2)

   Growth is on every trust leader’s mind, but for many firms, scaling creates operational drag that pulls their best people away from client relationships. How do you build capacity for growth without sacrificing the service quality that defines your firm? How do you compete when talent constraints and market complexity make it harder to do everything in-house? In our third conversation from the Association of Trust Organizations annual conference, Rusty Sommer speaks with Dan O’Brien, Business Development Officer, Financial Institutions, at AssetMark, about the paradox facing today’s trust companies. Dan shares strategies for leveraging partnerships to unlock operational efficiency, explaining how firms can access institutional-grade investment solutions, reduce time spent executing business, and create capacity for advisors to focus on what matters most: building relationships and serving clients effectively. Dan discusses: Why trust companies struggle with growth despite strong markets and how operational complexity holds them back The power of client segmentation and why 70-80% of next-generation beneficiaries change advisors How integrated technology platforms with CRM, planning, and investment tools create workflows that scale What outsourced investment models actually look like and why they don’t mean losing control or client trust Why community banks face unique talent challenges and how variable cost partnerships solve location constraints And more! Connect with Dan O’Brien: LinkedIn: Dan O’Brien (https://www.linkedin.com/in/dan-o-brien-9701732/) Website: AssetMark (https://www.assetmark.com/) Connect with Rusty Sommer: Rusty.sommer@flyerft.com  (http://Rusty.sommer@flyerft.com) LinkedIn: Rusty Sommer (https://www.linkedin.com/in/rustysommer/) Flyer Financial Technologies (https://flyerft.com/) LinkedIn: Flyer Financial Technologies (https://www.linkedin.com/company/flyerft) Twitter: Flyer_FT (https://twitter.com/flyer_ft) About our Guest: Dan O’Brien is a dynamic financial services sales executive with extensive leadership experience, specializing in consultative sales strategies that create win-win scenarios for buyers and sellers. He is adept at strategic thinking, creative solutions, and effective communication, with a deep understanding of the financial intermediary, M&A, bank trust and retirement marketplace. Dan possesses a proven track record managing complex sales cycles, interfacing with C-suite executives, and leading cross-functional, geographically dispersed teams. His exceptional presentation and negotiation skills, coupled with a strong work ethic and entrepreneurial spirit, have consistently delivered solutions that achieve results.

2. 

   14 Jan 2026

   Reclaiming Time and Clarity Through Better Technology with Trasha Schwendener (Ep. 32 | Pt. 1)

   Technology is meant to create space for deeper thinking, yet many firms feel more rushed than ever. Busy workflows, manual processes, and unclear priorities often crowd out time for clients and strategy. In this episode, Rusty Sommer speaks with Trasha Schwendener, Managing Director at F2 Strategy, at the American Trust Organization’s (ATO) annual conference about how trust organizations can rethink technology to give people time back. They explore where automation actually helps, why process matters more than tools, and how firms can define their identity as client expectations shift. The conversation also covers onboarding, communication, and how modern portals shape relationships across generations. Key takeaways: Why being a thought-driven industry still leaves little room for thinking How onboarding, reviews, and distributions drain advisor time The role of process before automation in trust organizations Defining firm identity between trust company and RIA models Using technology to strengthen communication and client experience And more! Connect with Trasha Schwendener: LinkedIn: Trasha Schwendener (https://www.linkedin.com/in/trasha-schwendener-0469363b/) Website: F2 Strategy (https://www.f2strategy.com/) Connect with Rusty Sommer: Rusty.sommer@flyerft.com  (http://Rusty.sommer@flyerft.com) LinkedIn: Rusty Sommer (https://www.linkedin.com/in/rustysommer/) Flyer Financial Technologies (https://flyerft.com/) LinkedIn: Flyer Financial Technologies (https://www.linkedin.com/company/flyerft) Twitter: Flyer_FT (https://twitter.com/flyer_ft) About our Guest: Trasha Schwendener is a proven relationship and sales leader with close to 20 years experience in client management, wealth management, and fintech solutions. Her primary focus has been sales, training, and developing strategic client and partner relationships. Trasha honed her expertise through roles with trust accounting software and private wealth management firms, where she worked with bank trust departments, independent trust companies, family offices, and foundations. She is passionate about working in a continuous learning environment and helping others grow professionally. In her personal time, Trasha enjoys being with her family and volunteering with Top of the Lake Rotary. She lives in Charlotte, North Carolina.

3. 

   9 Oct 2025

   Operational Leadership with Matt Sonnen: Turning Practices into Enterprises (Ep. 31)

   Operations is the hidden engine that turns ambition into enterprise growth. Yet, for many firms, it’s overlooked until bottlenecks appear. In this episode, Rusty Sommer speaks with Matt Sonnen, Chief Operating Officer of Coldstream and host of the COO Roundtable podcast, about the pivotal role of operations in wealth management firms. Matt shares insights from … Read More Read More

Who has been a guest on In the Money

Names identified in recent episode analyses. Showing up to five guests.

• Randy Lambert
• Joe Steuter
• Oleg Tishkevich
• John O’Connell

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

966,891

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

4.0 / 5

1 ratings

Podcast Authority Score: 35 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

10

Social presence

0

YouTube

93

Engagement

60

Contact In the Money

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.