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Is Your Tech Stack Costing You Clients?

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Manage episode 499209943 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

282 episodes

Artwork
iconShare
 
Manage episode 499209943 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

282 episodes

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