From Startup Wealth-tech to Holistic Planning

In this episode, host Chris Arnold is joined by Mark Cecchini, Partner at Quadrant Capital, to discuss how technology and AI are transforming the role of the modern financial advisor.Mark brings a unique perspective — having worked at startup wealth-tech companies before joining an independent RIA managing nearly $2 billion in assets. He shares how his practice leverages tools like eMoney, Addepar, and Holistaplan to serve high-net-worth tech founders and employees across the U.S., often remotely and asynchronously.They dive into:• How Quadrant Capital balances tech tools with human touch• The startup vs. traditional RIA mindset when it comes to building vs. buying software• How AI is already helping with meeting follow-ups, insights, and advisor efficiency• Why security and compliance still limit some AI use cases• The future of personal branding and digital client acquisitionWhether you're a solo advisor or part of a growing team, this conversation offers real-world insights on where the industry is heading — and how to stay ahead of the curveMark Cecchini• LinkedIn: https://www.linkedin.com/in/markcecchini/• Twitter/X: @markcecchini• Company: https://quadcapco.com/Chris Arnold• LinkedIn: https://www.linkedin.com/in/chrisarnold20/• Company: refreshwealth.com