Future-Proofing Your Tech Stack: What Advisors Need Now

Advisor Talk with Frank LaRosa · Jul 19, 2025 · 22m

Key Highlights:

-Signs your current tech stack might be holding you back.

-Why decentralized, stagnant systems are a red flag.

-The importance of automation, integration, and mobile access.

-What top-performing firms are using today (hint: Salesforce, AI, and more).

-How to evaluate new tools without getting overwhelmed by vendor hype.

-The hidden risks of relying on key-person knowledge and disconnected data.

-How small tech improvements can deliver massive results over time.

Whether you're building your firm or planning for succession, this episode is packed with tactical insights to help…