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How AI & Data Are Reshaping the Advisor-Client Relationship with Natalie Wolfsen

By trtnetworkFebruary 11, 2025Updated:February 11, 2025No Comments1 Min Read0 Views

trtnetwork

Owning Your Data: The Future of Wealth Management

December 31, 20241 Min Read43 Views

Episode 074: In this “Best of 2024” episode of The Connected Advisor, Kyle Van Pelt brings together four leaders from four firms to discuss why firms should own their data and why data and technology are keys to success. Featuring Mike Prior, Brian Preston, Mark DeLotto, and Chrissy Lee.
In this episode:

(00:00) – Intro

(00:52) – Mike Prior on the importance of a modern approach to technology.

(04:37) – Brian Preston on how to build organic growth by being on the front edge of technology.

(07:00) – Mark DeLotto on the criticalness of data in all aspects of building a firm.

(12:00) – Chrissy Lee on how technology is the secret to exceptional operations.

Links

Mike Prior on LinkedIn

Priority Financial Group

Brian Preston on LinkedIn

Abound Wealth

Mark DeLotto on LinkedIn

Simon Quick Advisors

Chrissy Lee on LinkedIn

Merit Financial Advisors

Connect with our hosts

Milemarker.co

Kyle on LinkedIn

Jud on LinkedIn

Subscribe and stay in touch

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