Building a Tech Stack That Scales With Your Firm

December 31, 20241 Min Read44 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

Apple Podcasts

Spotify

YouTube

Produce game-changing content with Turncast
Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

What's Hot

Designing the Next Wave of Technology-Driven Businesses with Sneha Shah

How Great Operators Turn Complexity into Growth with Jennifer Goldman

How Creativity Fuels Better Financial Leadership with Andrew Evans

AI-Powered Marketing for Financial Advisors with Robert Sofia

The AI-Augmented Advisor with Jonathan Michael

The Legends of WealthTech with Len Reinhart and Jim Seuffert

How to Make Investing Engaging Using AI with Vinay Nair

The Future of Advisory Services: How Technology is Changing the Way We Invest with Ainslie Simmonds

How Technology Boosts Operational Efficiency with Chrissy Lee

Powering Growth with Technology

How Technology Drives Annuity Sales Growth with Harry Bartle and Jeff Quigley

Managing Technology in an RIA with Kyle Wesley

Harnessing the Power of Technology and Automation with Rich Walker

Building a Tech Stack That Scales With Your Firm

Designing the Next Wave of Technology-Driven Businesses with Sneha Shah

How Great Operators Turn Complexity into Growth with Jennifer Goldman

The Great Convergence in Wealth Management with Garrett Beam

How Technology Boosts Operational Efficiency with Chrissy Lee

Managing Technology in an RIA with Kyle Wesley

Powering Growth with Technology

How Technology Drives Annuity Sales Growth with Harry Bartle and Jeff Quigley

Owning Your Data: The Future of Wealth Management

Transforming Wealth Management through Alternatives with Dick Pfister

Diversifying Wealth Management With Property and Casualty Insurance with Jeff Casey

Developing the Future Leaders of Wealth Management with Tim Williams

Our Picks

Designing the Next Wave of Technology-Driven Businesses with Sneha Shah

How Great Operators Turn Complexity into Growth with Jennifer Goldman

How Creativity Fuels Better Financial Leadership with Andrew Evans

Most Popular

Increasing Retirement Security with Neal Ringquist and Spencer Williams

The Power of Data and Analytics in Financial Services with Laura Varas

Bringing Protective Equity Investing to Retail Wealth with Joanna Kanakis

Subscribe to Updates

What's Hot

Building a Tech Stack That Scales With Your Firm

Related Posts