In this inaugural episode of The Modern Advisor podcast, Presented by Zocks, host Chris Arnold sits down with Bryan Hasling of Modern Financial Planning to explore the evolving technology landscape for financial advisors.
Bryan shares insights from running a virtual wealth management firm serving 65+ tech professionals across the Bay Area and East Coast, managing nearly $90 million in assets. The conversation dives deep into the challenges of building an efficient tech stack, from CRM systems like Wealthbox to portfolio management tools like Quantis and Right Capital.
Key topics covered:
- Tech Stack Essentials: The reality of managing 15+ software solutions in a boutique advisory practice
- AI Implementation: Practical applications of meeting note-takers and how they're transforming client relationships
- The Personalization Advantage: How technology enables advisors to remember the small details that matter most to clients
- Startup Life in Financial Planning: The challenge of wearing multiple hats while scaling a practice
- Tax-Heavy Advisory: Why tech-focused advisors can't ignore the tax implications of equity compensation
Bryan and Chris discuss the balance between leveraging technology for efficiency while maintaining the high-touch, personalized service that sets boutique practices apart from robo-advisors. They explore emerging tools for equity compensation planning and the ongoing challenge of finding the "one-stop shop" solution that doesn't exist yet.
Whether you're a solo advisor looking to optimize your practice or interested in how AI is reshaping client service delivery, this episode offers practical insights from two advisors actively navigating the intersection of technology and relationship-based financial planning.
Connect with Bryan:
- LinkedIn: https://www.linkedin.com/in/bryanhasling/
- Modern Financial Planning: https://www.modernfp.com/review
Connect with Chris:
- LinkedIn: https://www.linkedin.com/in/chrisarnold20/
- Website: https://refreshwealth.com/
- Podcast: https://open.spotify.com/show/65YiwfF2XMqLh2Xz2SiOxA?si=vtGBejiOSc6_u-Dl4Heumw
This Episode is presented by Zocks
LinkedIn: https://www.linkedin.com/in/markgil/
Website: https://www.zocks.io/
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