PodParley PodParley
PodParley
Is Your Tech Stack Costing You Clients?

EPISODE · Aug 9, 2025 · 21 MIN

Is Your Tech Stack Costing You Clients?

from Advisor Talk with Frank LaRosa · host Brian Lutz, Sue Cheema

Brian and Sue dig deep into:-Why “siloed platforms create siloed advice” - and how to break out of that trap.-What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability.-The hidden costs of redundancy and how to identify them in your current tech stack.-How AI and automation are transforming client service and retention.-Real examples from the field where integration uncovered missed opportunities.-Why advisors must rethink how they allocate time across clients - and how data helps.If you’ve ever wondered whether your current systems are helping or holding your business back, this episode will change how you think about operations, efficiency, and client service.Find the inspiration of today's episode here: https://www.barrons.com/advisor/articles/next-generation-financial-advisor-advice-83653476

NOW PLAYING

Is Your Tech Stack Costing You Clients?

0:00 21:32

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Turkish Culture and Language adventure Mehmet Ali informal guide to Turkish language and culture with friendly turkish host, Mehmet Ali can. MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Photo Breakdown Scott Wyden Kivowitz Photo Breakdown is a podcast in which we explore the world of photography with a trusted guide, host Scott Wyden Kivowitz. His expertise and passion bring the industry to life as we explore the stories, trends, and ideas shaping it today. Join us as we dissect everything from incredible photographs and creative techniques to the latest gear releases and hot topics in the photography community.In each episode, we break down what’s happening behind the scenes - whether it’s making a powerful image, a candid discussion on industry trends, or a reflection on the tools and technology changing how we make photographs. You’ll get insights, expert opinions, and a fresh perspective on what’s top of mind for photographers right now.Anticipate short, engaging episodes brimming with ideas and inspiration. Be part of the conversation by sharing your thoughts, voice notes, and comments. Your participation is what makes our community vibrant and dynamic.It’s more than just photography - everyth The Last Outlaws Impact Studios at UTS In a History Lab season like no other, we're pulling on the threads of one of Australia's great misunderstood histories, moving beyond the myths to learn what the Aboriginal brothers Jimmy and Joe Governor faced in both life and death.Australia's budding Federation is the background setting to this remarkable story, that sees the Governor brothers tied to the inauguration of a 'new' nation and Australia's dark history of frontier violence, racial injustice and the global trade and defilement of Aboriginal ancestral remains. This Impact Studios production is a collaboration with the Governor family, UTS Faculty of Law and Jumbunna Institute for Indigenous Education and Research.The Last Outlaws teamKatherine Biber - UTS Law Professor and Chief InvestigatorAunty Loretta Parsley - Great-granddaughter of Jimmy Governor and the Governor Family Historian Leroy Parsons - Governor descendant, Narrator and Co-WriterKaitlyn Sawrey - Host, Writer and Senior ProducerFrank Lopez - Writer,
URL copied to clipboard!