What Financial Advisors Want from Tech

Host Chris Arnold sits down with Samuel Deane, founder of Rora Wealth, to explore how technology enables advisors to build scalable lifestyle practices while implementing values-based investment strategies.Samuel shares his entrepreneurial journey, starting his firm at age 26 with just $10-15K - made possible by modern SaaS tools. He recently rebranded to Aurora Wealth, honoring his Guyanese heritage by naming the firm after Mount Roraima from his parents' homeland.Key topics:How modern technology democratized wealth management entrepreneurshipUsing Seeds platform for values-based investing aligned with ESG factorsNudge for frictionless task management (no client logins required)Strategic tech evaluation framework: workflow needs first, team input, client aestheticsAI optimism: envisioning smaller teams managing larger practicesContent strategy evolution from written to video-first approachSamuel discusses his philosophy of building a lifestyle practice that serves more clients through technology rather than traditional headcount scaling, and his bullish perspective on AI's potential to dramatically improve advisor productivity.This episode offers practical insights for advisors interested in values-based investing, efficient tech stacks, or scaling practices through technology rather than headcount.Connect with Samuel:- LinkedIn: https://www.linkedin.com/in/samuelsdeane/- Rora Wealth: https://rorawealth.com/Connect with Chris:- LinkedIn: https://www.linkedin.com/in/chrisarnold20/- Website: https://refreshwealth.com/- Podcast: https://open.spotify.com/show/65YiwfF2XMqLh2Xz2SiOxA?si=vtGBejiOSc6_u-Dl4HeumwThis Episode is presented by Zocks LinkedIn: https://www.linkedin.com/in/markgil/Website: https://www.zocks.io/