The #1 Tech Mistake RIAs Make (And How to Fix It)

Advisor Talk with Frank LaRosa · Sep 22, 2025 · 22m

Key Highlights from the Episode:

2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available

4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support

6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valuation

7:45 – Succession planning and clean data: how preparation today drives higher multiples tomorrow

10:50 – Custodian and CRM integrations (Salesforce, Redtail, Wealthbox) that streamline advisor workflows

13:00 – Why scalable, repeatable…