The Perfect RIA Encore Episode: Leveraging Technology With Guest Ben Goss
Oct 31, 2025
Ben Goss, CEO and founder of Dynamic Planner, shares insights on leveraging technology to enhance financial advising. He discusses the importance of balancing technology with human empathy to improve client engagement. Ben highlights how their software boosts productivity, allowing advisors to serve more clients without extra effort. He emphasizes measuring tech effectiveness by time saved and how smart scaling can significantly impact revenue. Lastly, he encourages ongoing professional development as a vital aspect of success in the financial sector.
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Transcript
Episode notes
Technology Levels The Advice Field
- Ben Goss argues technology can level the financial advice playing field by enabling objective, engaging interactions online.
- He built Dynamic Planner to give advisors tools to match clients with suitable portfolios at scale.
Summer Job Before The 1987 Crash
- Ben recounts working as an 18-year-old in summer 1987 when scripted asset advice preceded the October crash.
- That experience convinced him the financial services table was tilted against consumers and spurred his career change.
Let Tech Do The Math
- Use technology for maths, workflow, and consistent process, not for building client trust or empathy.
- Let advisors focus on human-to-human relationships while software handles calculations.