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Harnessing the Power of a Robust Tech Stack with Lori Hardwick
The power of a robust tech stack lies not only in the ability to consolidate information but also in the opportunity to accomplish more within a unified environment. Advisors aim to break free from the limitations of siloed solutions and embrace the potential of an all-encompassing platform that empowers them to go above and beyond. By seamlessly integrating multiple functions, advisors can focus on what truly matters – delivering exceptional value to their clients.
In this episode, Ryan and George talk with Lori Hardwick, Chairman of the Board for Docupace and Board Member for Cerity Partners. Lori has over 30 years of experience as a senior executive, entrepreneur, and board member for some of the fastest-growing and widely-recognized firms in the industry. She was one of the co-founders of Envestnet and later joined BNY Mellon's Pershing as its COO before co-founding AI Labs. A sought-after board member in the technology and financial advice space, Lori has held board seats at Cetera Financial Group, Orion Advisor Solutions, Cerity Partners, Vestwell, and Genstar Capital.
A trailblazing leader and a "swiss army knife" in the wealth management and wealthtech spaces, Lori shares her thoughts on the future of FinTech, what advisors are investing in this year and the foreseeable future, and what she sees as potential disruptors for the industry.
Key Takeaways
Quotes
[07:20] - "Time is the thing that's holding advisors back from being able to really engage with all the technology they know they need. And building your own best-of-breed solution is very time-consuming." ~ Lori Hardwick
[32:58] - "Advisors are pressed for time but want what's best for their clients. They want their clients to be happy. If an advisor has a hundred percent happy client, they're a happy advisor." ~ Lori Hardwick
[35:22] - "Seeing everything in one place is one thing, and being able to do more in one place is another. And that is something our product management team is fiercely focused on right now, trying to make their advisors do more and easier than they can on their own." ~ Lori Hardwick
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1535-OAT-6/5/2023
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By Orion Advisor Technology
5
1515 ratings
The power of a robust tech stack lies not only in the ability to consolidate information but also in the opportunity to accomplish more within a unified environment. Advisors aim to break free from the limitations of siloed solutions and embrace the potential of an all-encompassing platform that empowers them to go above and beyond. By seamlessly integrating multiple functions, advisors can focus on what truly matters – delivering exceptional value to their clients.
In this episode, Ryan and George talk with Lori Hardwick, Chairman of the Board for Docupace and Board Member for Cerity Partners. Lori has over 30 years of experience as a senior executive, entrepreneur, and board member for some of the fastest-growing and widely-recognized firms in the industry. She was one of the co-founders of Envestnet and later joined BNY Mellon's Pershing as its COO before co-founding AI Labs. A sought-after board member in the technology and financial advice space, Lori has held board seats at Cetera Financial Group, Orion Advisor Solutions, Cerity Partners, Vestwell, and Genstar Capital.
A trailblazing leader and a "swiss army knife" in the wealth management and wealthtech spaces, Lori shares her thoughts on the future of FinTech, what advisors are investing in this year and the foreseeable future, and what she sees as potential disruptors for the industry.
Key Takeaways
Quotes
[07:20] - "Time is the thing that's holding advisors back from being able to really engage with all the technology they know they need. And building your own best-of-breed solution is very time-consuming." ~ Lori Hardwick
[32:58] - "Advisors are pressed for time but want what's best for their clients. They want their clients to be happy. If an advisor has a hundred percent happy client, they're a happy advisor." ~ Lori Hardwick
[35:22] - "Seeing everything in one place is one thing, and being able to do more in one place is another. And that is something our product management team is fiercely focused on right now, trying to make their advisors do more and easier than they can on their own." ~ Lori Hardwick
Links
Connect with our hosts
Subscribe and stay in touch
1535-OAT-6/5/2023
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