SPONSORED BY

Jay Hummel is the CEO and co-founder of Wealth Advisor Growth Network (WAGN), a company focused on taking minority stakes in wealth management firms and service providers. WAGN acts not only as an investor, but also as an active partner in running the businesses. Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business. Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $42B in assets under management.

He is a former Managing Director of Envestnet (ENV) where he served as the Head of Strategic Initiatives and Thought Leadership. Jay is the former President and Chief Operating Officer of Lenox Wealth Management, a Cincinnati based multi-family office and started his career in accounting and consulting at Deloitte.

Jay is a frequent industry speaker and writer. Wiley has published two of his books: Success and Succession and The Essential Advisor. Success and Succession was named by wealthmanagement.com as their book of the decade for 2010-2019.

He is also the host of The Deep Dive Podcast in partnership with RIA Channel.

Learn more:

https://wagn.biz/
https://www.riachannel.com/deepdive/

Mike Saunders, MBA

Mike Saunders is theAuthority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Mike Saunders, MBA

Mike Saunders is the Authority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.