Is Your Tech Stack Costing You Clients?

Advisor Talk with Frank LaRosa · Aug 9, 2025 · 21m

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…