Wealthies Circle Podcast: Client Management in a Digital World

Fundamental to the delivery of wealth management services is a strong technology infrastructure that can manage the prospect to client journey in an elegant and digital approach. In order to do so, advisors need the latest tools that are helping firms deliver personalization at scale to differentiate their firms, increase capacity and drive business momentum.

Listen to our panel of experts from the leading platforms innovating on these critical technologies so you can enhance your service delivery.

Our Panelists:

• Brian McLaughlin, President Orion Advisor Tech
• Jacob Brownfield, Chief Operations Officer, The Pacific Financial Group
• Aaron Klein, CEO, Riskalyze