Pat Kelly - Why Half Our Company Are Engineers: Reinventing the IMO

from The L&A Hub · host Zinnia

Patrick Kelly, Co-Founder and CEO of Signal Advisors, breaks down his IMO 4.0 thesis — the idea that modern IMOs should implement best practices through technology, not just teach them. From founding RepPro to building an AI-native IMO in Detroit, Patrick shares what it took to create features like One Click Annual Review, TruePay, and Pay Later Marketing that are changing how advisors run their businesses.

Episode metadata supplied by the publisher feed · Published Apr 17, 2026

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Pat Kelly - Why Half Our Company Are Engineers: Reinventing the IMO

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