Building a Tech Stack That Scales With Your Firm

Episode 120: As firms enter strategic planning season, Kyle Van Pelt brings together the strongest technology insights from four standout leaders. Nelly Mubashi explains the operational realities of supporting multiple advisor-selected platforms. Carrie Delgott highlights why consolidation into a unified stack unlocks collaboration and efficiency. Phillip Hamman shares how long-term planning and thoughtful automation free advisors to deliver “unreasonable hospitality.” And Michael Batnick offers a candid look at integration frustration inside a hyper-growth firm. Whether you’re expanding advisor choice or tightening your stack, this episode clarifies what it takes to build a scalable, integrated tech ecosystem that truly serves your team. In this episode: (00:00) - Intro (00:54) - Nelly Mubashi on supporting advisors across multiple platforms like Tamarac and Orion (05:01) - Carrie Delgott on why aligning the firm around one tech stack drives efficiency and collaboration (07:14) - Phillip Hamman on using technology to free up advisors and deliver “unreasonable hospitality” (12:04) - Michael Batnick on the challenges of selecting tools that integrate well in a fast-growing firm Links Nelly Mubashi on LinkedIn Northwest Asset Management Carrie Delgott on LinkedIn Wescott Financial Advisory Group Phillip Hamman on LinkedIn Linscomb Wealth Michael Batnick on LinkedIn Ritholtz Wealth Management Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.