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About. Vincent R. Barbera has been working in the financial services industry since the dot.com bust. Mr. Barbera began his career as a financial planner with the Vanguard Group in 2002 and...
- 500+
- 1.5K
- Newbridge Wealth Management
- Greater Philadelphia
Meet the Managers - New Bridge Wealth Management. Send Email. Vincent R. Barbera, CFP ®, MSFS Managing Partner. Vincent Barbera is dedicated to helping families achieve a comfortable life.
May 20, 2024 · May 20, 2024 at 06:24 PM. 4 minute read. Commercial Litigation. Amanda O'Brien. What You Need to Know. White and Williams commercial litigation co-chair Vincent Barbera has joined Buchanan...
- Resources Featured in This Episode
- Full Transcript
- Utilizing Robo-Advisor Technology Isn’T Always Best For Advisors Or Clients
- Discovering The Best Advisortech Tools to Enhance The Client Experience
- How Vincent Evaluates Roi of The Tech Software He Utilizes
- Vincent’s Thought Process on Deciding Which Advisor Tech to Cut
- How Vincent Uses His Advisor Tools to Deepen Client Services Offerings
- How Vincent Leveraged Holistiplan to Begin His Own Tax Practice For Clients
- Newbridge Began by Vincent Taking A Chance on Himself
- How Newbridge Determines The Type of Clientele They Serve
Michael:Welcome, Vincent Barbera, to the "Financial Advisor Success," podcast. Vincent:Thank you, Michael. Happy to be here. Michael:I'm really looking forward to today's discussion. And talking a little bit about just evolution of advisory firms and just as I view it, the amazing things we can do to run firms today with all the technology that's o...
Michael:So I'm struck, though, that just you said when they were coming out, you were looking at the players like Jemstep and Trizec and RobustWealth, which were not the direct-to-consumer robos. Well, Jemstep was really early on, but pivoted to the advisor channels. Those were not the direct-to-consumer robos. Those were the platforms that were su...
Michael:How do you find tools like this in the first place? Granted, Hubly is one we followed for a little while just through kitces.com, but I think certainly it's not a mainstream company yet as it were in the advisor space. They're still a little newer and under the radar screen. So how do you find tools like Hubly to be into this in the first p...
Michael:And so as you just buy all these different tools, and I guess particularly since it sounds like you experiment with them and see how they go. And at the end of the year, you do kind of the post mortem and the updated roadmap to say, "Am I keeping this? Am I not keeping it? Am I going to keep one of the three, but not all three?" or wherever...
Michael:How often do you kill or remove tech? I guess we're running both ends. How many things do you try and how many actually survive and how many end out on the cutting room floor, at the end of the day? Vincent:Yeah, it's a great question. I might use 20%. One thing I was really excited about was cash flow, right? I want to enhance cash flow, r...
Michael:And thus again, why when you said you're going after a better client experience, it was not a better portal for clients to log in to see their investment accounts. It was Hubly, Pulse, Knudge, which are all financial-planning-tasky, tracking, follow-up, nudging...the center of that is a client-service calendar. Those are all tools you're bu...
Vincent:It is. No, you're absolutely right. And that's where we are. But it's like the cool thing, too, with technology, sometimes it even opens up different avenues. So, for example, for the 2020, I guess, tax year, we created a tax filing company, Newbridge Tax Services. And really, we did that because of Holistiplan. So Holistiplan, and I rememb...
Michael:So Vince, tell us a little bit more just about your advisory firm itself. We've talked a lot about all the wonderful tech toys. But talk to us a little bit about the advisory firm itself. Vincent:Yes. Well, really, it all kind of started in Vanguard. When I was at Vanguard, there was an asset management department there which no longer exis...
Michael:And just who's the clientele? Who do you guys serve? Who do you go after at the end of the day? Vincent:Yeah, we go after families with complex issues with... It's usually like I said, 45 to 55. They're at a point in their life where they've been working 20, 25 years really doing the same thing in the corporate world. It's mostly corporate ...
May 9, 2022 · My guest on today's podcast is Vincent Barbera. Vince is the founder of Newbridge Wealth Management, an independent RIA based right outside of Philadelphia that oversees nearly $120 million of...
484.329.8876. Website. Areas of Focus. Financial Life Planning. Investment Management. Retirement Planning. Taxes. About Me. Vincent Barbera, CFP®, MSFS, is dedicated to helping families achieve a comfortable life.
Mr. Vincent Barbera is the Co-Founder and serves as Managing Partner at Newbridgewealth. Before co-founding Newbridge Wealth Management, Vincent started his career at The Vanguard Group.
