In this episode, host Taylor Baker speaks with Kyle Wiggins, CEO of UX Wealth Partners and founder of RiskDNA, about transforming the financial advisory space through technology, transparency, and advisor-first innovation. The conversation centers on how legacy systems and industry resistance create friction—and how modern, integrated solutions can unlock better outcomes for advisors and their clients.

What You’ll Learn

• Why many financial institutions resist innovation and how that impacts advisors and clients
• How Kyle’s early career shaped his commitment to transparency and integrity in business
• The importance of listening to customer feedback and building solutions that truly serve user needs
• How fragmented technology stacks create inefficiencies, and what integration can solve
• Why simplifying operations (trading, billing, reporting) can help advisors focus on higher-value work
• How small, tech-enabled teams can outperform larger organizations through scalability and automation
• The role of AI and advanced technology in modernizing wealth management
• Why breaking into traditional industries requires persistence against entrenched systems

Kyle Wiggins shares a candid look at the challenges of innovating within a legacy-driven industry and the conviction required to challenge the status quo. His journey highlights the power of building with purpose, staying aligned with customer needs, and leveraging technology to remove friction. Ultimately, the conversation underscores that meaningful progress often comes from questioning long-standing norms and designing solutions that prioritize people over process.

To learn more about Kyle Wiggins and their work, visit uxwp.com