Natalie Wolfsen

In this engaging conversation, Natalie Wolfsen, CEO of AssetMark and expert in wealth management technology, dives into the when and why of switching technology vendors. She highlights the importance of adaptable vendor relationships and the critical signs that signal an impending change. The conversation also delves into how technology can enhance advisory services and improve client experiences. Wolfsen emphasizes strategic planning for successful transitions, ensuring firms are equipped for future growth in the evolving financial landscape.