Tech-Driven Ops: Transform Your Advisory Practice
In this episode of The Modern Advisor Podcast, I sat down with host, Chris Arnold to dive into how financial advisors can harness technology to drive operational excellence and scale their practices effectively. I shared my expert insights on: • Essential technology audits advisors must perform regularly.• Leveraging AI tools beyond basic note-taking, from client […]
The 8-Step Automation Audit Framework
Please note: This blog was originally written for the Journal of Financial Planning. Many advisors are limiting their firms’ growth potential because they’re hesitant to implement automation. The reasons for this hesitation are deep-seated and multifaceted. When I work with advisors and their teams, I hear questions like: The truth is that automation is a […]
How to Streamline and Scale your RIA’s Operation Using AI
Discover how AI optimizes operations for RIAs, enhancing scalability and efficiency. Learn practical implementation strategies and tools.