As if building a business in the financial services industry wasn’t already hard enough, financial advisors are also expected to be tech experts too!?

You need a CRM, a portfolio management system, a custodian, planning software, and a host of other tools to effectively manage client portfolios and deliver financial advice.

Not only is that super overwhelming—especially for those who don’t have a tech background—but figuring out how all of these different software’s communicate with each other is a massive challenge in itself. In large part, because there isn’t a one-size-fits-all solution. 

So, how do you get all these disjointed technologies to speak to one another, so you and your team can focus on what you do best?

Today’s guest is here to help. I’m talking with Kyle Van Pelt, the CEO of Milemarker—a fintech firm that helps bring together integrations, data, and workflows to manage client information. In our conversation, Kyle shares his best advice for how advisors can use tech to enhance the client experience. 

3 of the Biggest Insights from Kyle Van Pelt…

• There’s a kitchen junk drawer of tech that advisors are struggling to effectively integrate into their businesses. It’s confusing and convoluted. Kyle shares a more effective approach for how to solve the problem. 

• Learn about the Airbnb 11-Star client experience exercise and how to use technology to create a white-glove service that your clients will never forget.

• Time on one thing means time away from another. There’s no such thing as a perfect seesaw of balance in life. Kyle shares his tips for how to show up your best for both your business and family. 

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DISCLOSURE 

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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