This week, Jack Sharry talks with Morgan Bell, Managing Director of Advisory at Constellation Wealth Capital.  Morgan leads the firm's technology consulting efforts and focuses on helping advisors and firms optimize technology for efficiency and growth. As a CFP® with an MBA in financial psychology and behavioral finance, Morgan offers a distinctive perspective that merges technological expertise with a deep grasp of human behavior and the advisor-client relationship.

Jack and Morgan discuss the intersection of technology, AI, and financial psychology in wealth management. Morgan shares how technology can be used to drive organic growth, how to cut through the noise of endless vendor options, and why financial psychology remains at the heart of wealth management. From tech roadmaps and data integration to AI strategies and client relationships, Morgan brings her perfect mix of advisor experience, tech expertise, and behavioral finance insights to the conversation.

In this episode:

(00:00) - Intro

(01:42) - What Constellation Wealth Capital does and who they serve

(04:49) - How Morgan helps firms optimize technology

(07:56) - Bridging the gap between "tech geeks" and "business geeks"

(09:28) - How technology connects to organic growth strategies

(12:04) - How AI plays a role in wealth management

(14:03) - Morgan's career journey

(15:34) - The role of financial psychology in client relationships and tech adoption

(18:59) - Constellation's future and long-term goals

(22:47) - Morgan's key takeaways

(24:22) - Morgan's interests outside of work

Quotes

"The more clarity and understanding firms have around how they should be using a system and why they're using it, and the value it provides to them and the firm, the better adoption they have of the technology overall." ~ Morgan Bell 

"The vast majority of the decisions that are being made related to technology tie back to either the client or the advisor experience. That's what fuels organic growth." ~ Morgan Bell 

"Firms should strive to use AI to complement, not compete. AI is a skill, so results can certainly be improved based on human knowledge of AI." ~ Morgan Bell

Links 

Morgan Bell on LinkedIn

Constellation Wealth Capital

Pershing

Creighton University

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

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