Technology, Trust & Transforming Client Experiences (EP. 6)

Dean Zayed, Founder and CEO of Brookstone Capital Management, has focused on developing a one-stop financial services shop as a Turnkey Asset Management Program with a human touch, which he calls a TAMP-plus. In a conversation with host Alex Cavalieri, CAIS Head of Marketing, Dean speaks about how Brookstone combines technology with personalized advisor support, which, according to Dean, aligns with the broader industry shift from transactional to fiduciary-based, relationship-driven practices. Chapters(00:00 - 01:23) Welcome & Introduction(01:24 - 05:30) Dean’s Career Journey & The Birth of Brookstone(05:31 - 10:50) Scaling Brookstone & Advisor-Centric Growth(10:51 - 17:00) Innovation & Industry Disruption(17:01 - End) Personal Insights & Closing Thoughts