The Connected Advisor

Owning Your Data: The Future of Wealth Management

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Episode 074: In this “Best of 2024” episode of The Connected Advisor, Kyle Van Pelt brings together four leaders from four firms to discuss why firms should own their data and why data and technology are keys to success. Featuring Mike Prior, Brian Preston, Mark DeLotto, and Chrissy Lee.

In this episode:

  • (00:00) - Intro
  • (00:52) - Mike Prior on the importance of a modern approach to technology.
  • (04:37) - Brian Preston on how to build organic growth by being on the front edge of technology.
  •  (07:00) - Mark DeLotto on the criticalness of data in all aspects of building a firm.
  • (12:00) - Chrissy Lee on how technology is the secret to exceptional operations.


    • Links 

    • Mike Prior on LinkedIn
    • Priority Financial Group
    • Brian Preston on LinkedIn
    • Abound Wealth
    • Mark DeLotto on LinkedIn
    • Simon Quick Advisors
    • Chrissy Lee on LinkedIn
    • Merit Financial Advisors


      • Connect with our hosts

      • Milemarker.co
      • Kyle on LinkedIn
      • Jud on LinkedIn


        • Subscribe and stay in touch

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