Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate!

What you'll learn in this episode:

• The key mistakes advisors make when choosing and using their CRM 
• How to ensure your tech stack aligns with your business goals and client experiences
• The role of AI and automation in streamlining advisory services 
• Why understanding your ideal client is crucial for scaling your firm
• How to transition from reactive to proactive client service with smart tech integrations 

If you've ever wondered whether your tech is working for you—or against you—this episode is a must-listen! Tune in and discover how to make technology your biggest business ally.

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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!