Fintech Founders, CPOs & Tech-Savvy Advisors - Advisor-Tech Podcast

The next five years will redefine how advisors work. AI‑driven planning, personalised client experiences and new regulatory pressures are already reshaping practices. Yet most of this innovation happens behind closed doors. That’s why I’m launching Financial Technology for Financial Advisors and Planners. From breakthrough startups to established platforms, we’ll explore the tools helping RIAs and financial planners serve clients better and grow faster. If you’re at the forefront of fintech, advisor‑tech, or you know someone who is, let’s talk. I’m inviting founders, CPOs and tech‑savvy advisors to share their stories. DM, reach out, or fill out this form. I'd love to speak with you. https://lnkd.in/g_XEw74g [email redacted] Trailer here: https://lnkd.in/gPPYE_WR #FintechInnovation #WealthManagement #Podcast #RIA #AdvisorTech #ClientRetention #Fintech #FinancialPlanning