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 onboarding to ongoing service management.
• The importance of balancing automation and personalization for impactful client experiences.
• Actionable strategies for advisors launching new practices to establish strong foundational technology and operational workflows.
Whether you’re a solo advisor or leading a multi-advisor firm, this episode offers valuable perspectives on using technology strategically to enhance client satisfaction, empower your team, and facilitate sustainable growth.
Listen to the full episode below!
