Powering Growth with Technology

Episode 48: In light all the great conversations we had at #FutureProof around growth and technology we wanted to highlight how 4 firms are thinking about technology. This episode features some of the best clips that discuss the role of technology in the growth of RIAs. Featuring James Bogart, Sammy Azzouz, Melissa Bouchillon, and Justin Steitz, this episode dives into how technology aids in organic growth, client onboarding, building a tech stack around client needs, and managing with limited resources. Learn how these industry leaders leverage technology to provide value and stay competitive in the wealth management space. 

Links 

• James Bogart on LinkedIn

• Bogart Wealth

• Sammy Azzouz on LinkedIn

• Heritage Financial Services

• Melissa Bouchillon on LinkedIn

• Sound View Wealth Advisors

• Justin Steitz on LinkedIn

• Copper Financial

Connect with our hosts

• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

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If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes.

Kyle Van Pelt