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Thursday Email - Jeff Schwarts (Friday Test)

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

How Financial Firms Can Optimize through Technology with Jeff Schwantz

In this episode of Bridging the Gap, Jeff Schwantz and I explore the vital role of technology investment in firms, highlighting on the risks of inaction and the need for strategic integration. They discuss the evolving tech landscape in financial advisory, highlighting the shift towards all-in-one solutions and the importance of timely adoption for enhancing productivity and client service. This episdoe is full of actionable insights on navigating tech challenges and maximizing firm efficiency.

Jump to this:

[11:34] Utilizing technology in a holistic and future-focused manner is essential, requiring dedicated resources to avoid a fragmented approach. It's crucial to balance the use of technology with the primary focus on relationships and the people aspect of the business. This requires careful consideration to prevent hindering innovation in the industry.

[23:36] Assessing business needs and priorities for growth involves considering financial planning, organic and inorganic growth strategies, services focus, digital transformation, and decision-making priorities.

The best is ahead!

-Matt