Is Your Tech Stack Costing You Clients?

Brian and Sue dig deep into:

-Why “siloed platforms create siloed advice” - and how to break out of that trap.

-What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability.

-The hidden costs of redundancy and how to identify them in your current tech stack.

-How AI and automation are transforming client service and retention.

-Real examples from the field where integration uncovered missed opportunities.

-Why advisors must rethink how they allocate time across clients - and how data helps.

If you’ve ever wondered whether your current systems are helping or holding your business back, this episode will change how you think about operations, efficiency, and client service.

Find the inspiration of today's episode here: https://www.barrons.com/advisor/articles/next-generation-financial-advisor-advice-83653476