Hosted by Joel Bruckenstein and Bob Veres
Advisors today are expected to deliver deeper, more personalized planning. But while client expectations have evolved, most advisor tech stacks haven’t.
Instead, they’ve grown cluttered—piecemeal tools for tax, estate, insurance, planning, and document handling—all disconnected, duplicative, and draining time.
This session explores:
- What every firm should do to rethink their tech-to-advice ratio in 2025
- The hidden costs of a fragmented advisor tech stack (money, time, morale, compliance)
- Why scaling personalized advice is impossible with disconnected tools
- How leading firms are quietly consolidating without compromise
