Financial Advisor Success cover image

Ep 409: Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Consulting at Scale with Travis Hornsby

Financial Advisor Success

00:00

Navigating the Complexities of a Financial Advisory Tech Stack

This chapter delves into the intricacies of managing a technology stack within a financial advisory firm, focusing on tools for client and task management. The discussion highlights the balance between software expenses and labor efficiency, while addressing regulatory challenges and the need for a cohesive system.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app