Technology insights from advisors
Technology plays a critical role in supporting advisors and their clients, but the road to digital is different for every firm. Explore the videos below to hear how your peers are using technology to automate workflows and drive scale so they can spend more time with clients—wherever they are.
Watch video: Driving a digital-first culture
Matt Reiner, CFA, CFP®, of Capital Investment Advisors, gives his insights on how to lead a digital-first culture at your firm.
Watch video: Start clients on a digital path
Stephanie Barnier, CFP®, Founder and CEO of Clear Sky Wealth, shares why she started her firm with a digital focus and gives tips for digitally onboarding new and current clients.
Watch video: Leveraging deep, secure integrations to drive scale and efficiencies
Denis Belinskiy, Senior Technology Officer of Beacon Trust Company, talks about how his firm leverages third-party integration to create efficiencies and scale.
Watch video: Using technology to take on unexpected challenges
Mike McCann, Founder and President of Perspective Financial Services, shares how investing in technology helps keep his firm running smoothly and focused on client relationships.
Watch video: Exploring top tech solutions
Janelle Ward surveys the vast technology landscape and maps out the latest ways to create efficiency in RIA firms. Coming to Schwab from TD Ameritrade Institutional, Janelle is a managing director and technology consultant. She shares how the tech support for our RIAs rivals the tech support found in other channels.
Watch video: Shaping the client's journey with technology
Pam Evason, Managing Director of Windermere Wealth Advisors, shares how technology is critical to managing her firm's growth and positively shaping her clients' financial journey.
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