The Customer Wins Embracing Technology for Next-Level Wealth Management With Reed Colley
Reed Colley is the Co-founder and CEO of Summit Wealth Systems, a firm specializing in assisting advisors and their clients by utilizing innovative technology to cultivate mindsets and keep them on track. With over 20 years in the tech industry, he began his career with Black Diamond Performance Reporting in 2003 — the first cloud-based portfolio management system. Reed has also founded, invested in, and provided advisory services to multiple technology companies.
In this episode…The wealth management technology industry experiences constant evolution. If you want to take your practice to the next level, it's time to embrace the power of modern technology and explore its benefits.
According to Reed Colley, modern wealth management has transformed in recent years with the rise of new technologies and the changing demands of clients. Unfortunately, many of the legacy systems that have been in use for decades have not kept up with these changes, leaving advisors struggling to meet the needs of their clients. Discovering this challenge, Reed shares his journey of creating a platform to replace these outdated systems to offer greater efficiency and growth.
In this episode of The Customer Wins, Richard Walker sits down with Reed Colley, Co-founder and CEO of Summit Wealth Systems, to discuss how advisors can leverage technology. Reed shares his journey of creating a human-centered platform, how financial advisors leverage Summit Wealth Systems, and the role of technology in financial advising.