In this episode of Advisor Lab, we sit down with Ben Lavine, CIO at 3D Asset Management, a leading TAMP provider for financial advisors. We dive into the topic of technology in the advisor world - where it's at, where it's headed, and how advisors can integrate technology while maintaining a human element.  We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact.

In this episode of Advisor Lab, we sit down with Ben Lavine, CIO at 3D Asset Management, a leading TAMP provider for financial advisors. We dive into the topic of technology in the advisor world - where it's at, where it's headed, and how advisors can integrate technology while maintaining a human element. We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact.

In this episode of Advisor Lab, we sit down with Ben Lavine, CIO at 3D Asset Management, a leading TAMP provider for financial advisors. We dive into the topic of technology in the advisor world - where it's at, where it's headed, and how advisors can integrate technology while maintaining a human element.&nbsp; We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact.&nbsp;

Episode 8: Technology vs. Human Interaction - How the Best Advisors Find Balance

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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Episode 8: Technology vs. Human Interaction - How the Best Advisors Find Balance

Episode 8: Technology vs. Human Interaction - How the Best Advisors Find Balance

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