Powering Growth with Technology
This Next Mile Podcast episode dives into how technology is powering growth for RIAs—automating operations, unifying data, and giving advisors more time with clients.
Kyle Van Pelt
CRO & Cofounder
Episode 48
In this episode of The Connected Advisor, Kyle Van Pelt brings together some of the best clips discussing the role of technology in the growth of RIAs. Featuring James Bogart, Sammy Azzouz, Melissa Bouchillon, and Justin Steitz, this episode dives into how technology aids in organic growth, client onboarding, building a tech stack around client needs, and managing with limited resources. Learn how these industry leaders leverage technology to provide value and stay competitive in the wealth management space.
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Kyle Van Pelt
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