The past year created massive change within the financial services and wealth management space. With a shift towards digital, a rapid reconfiguring of sales and marketing plans with events canceled, and advisors seeking new and better technology to stay connected, no one more than April Rudin, Founder and CEO of The Rudin Group, has been an advocate and visionary for the finance and wealth space to come into its own digitally.

Founded in 2008, April Rudin formed The Rudin Group to disrupt the bland and generic messaging rife within the industry. Now, she is regarded as one of the premier wealth management influencers and was chosen by Onalytica as the #1 online influencer in the space.

In this fireside chat, Jon Feinstein, Vice President of Client Success at Skience, is joined by April Rudin to discuss the history and story behind the formation of The Rudin Group, the trends and disruptions within wealth management today, and the “what’s next” for the industry at large.