Episode 120: As firms enter strategic planning season, Kyle Van Pelt brings together the strongest technology insights from four standout leaders. Nelly Mubashi explains the operational realities of supporting multiple advisor-selected platforms. Carrie Delgott highlights why consolidation into a unified stack unlocks collaboration and efficiency. Phillip Hamman shares how long-term planning and thoughtful automation free advisors to deliver “unreasonable hospitality.” And Michael Batnick offers a candid look at integration frustration inside a hyper-growth firm. Whether you’re expanding advisor choice or tightening your stack, this episode clarifies what it takes to build a scalable, integrated tech ecosystem that truly serves your team.

In this episode:

(00:00) - Intro

(00:54) - Nelly Mubashi on supporting advisors across multiple platforms like Tamarac and Orion

(05:01) - Carrie Delgott on why aligning the firm around one tech stack drives efficiency and collaboration

 (07:14) - Phillip Hamman on using technology to free up advisors and deliver “unreasonable hospitality”

(12:04) - Michael Batnick on the challenges of selecting tools that integrate well in a fast-growing firm

Links 

Nelly Mubashi on LinkedIn

Northwest Asset Management

Carrie Delgott on LinkedIn

Wescott Financial Advisory Group

Phillip Hamman on LinkedIn

Linscomb Wealth

Michael Batnick on LinkedIn

Ritholtz Wealth Management

Connect with our hosts

Milemarker.co

Kyle on LinkedIn

Jud on LinkedIn

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