All Episodes

November 11, 2022 20 mins

The pendulum continues to swing back and forth for the optimal way to create an efficient tech stack: All-in-one vs. best-in-breed. Both approaches involve tradeoffs in terms of features and functionality in exchange for efficiencies and a unified experience. 

But can advisors obtain the best of both worlds? Listen to our panel of technology experts on the latest developments in integrated technology and optimal ways to streamline your front and back office.

Our Panelists:

  • Donna Bristow, Chief Product Officer-Wealth, Broadridge
  • Jen Valdez, President, intelliflo
  • Mark as Played

    Advertise With Us

    Popular Podcasts

    Stuff You Should Know
    Dateline NBC

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

    The Male Room with Dr. Jesse Mills

    The Male Room with Dr. Jesse Mills

    As Director of The Men’s Clinic at UCLA, Dr. Jesse Mills has spent his career helping men understand their bodies, their hormones, and their health. Now he’s bringing that expertise to The Male Room — a podcast where data-driven medicine meets common sense. Each episode separates fact from hype, science from snake oil, and gives men the tools to live longer, stronger, and happier lives. With candor, humor, and real-world experience from the exam room and the operating room, Dr. Mills breaks down the latest health headlines, dissects trends, and explains what actually works — and what doesn’t. Smart, straightforward, and entertaining, The Male Room is the show that helps men take charge of their health without the jargon.

    Music, radio and podcasts, all free. Listen online or download the iHeart App.

    Connect

    © 2025 iHeartMedia, Inc.