In this week’s episode of Advisor Talk, Executive Vice President Stacey Frank teams up with Chief Information Officer Sue Cheema for a deep dive into what it takes to future-proof your technology stack.
Drawing from real-world consulting conversations with RIAs and independent advisors, Stacey and Sue unpack the most common inefficiencies they see in advisor tech – and how to fix them.
Key Highlights:
-Signs your current tech stack might be holding you back.
-Why decentralized, stagnant systems are a red flag.
-The importance of automation, integration, and mobile access.
-What top-performing firms are using today (hint: Salesforce, AI, and more).
-How to evaluate new tools without getting overwhelmed by vendor hype.
-The hidden risks of relying on key-person knowledge and disconnected data.
-How small tech improvements can deliver massive results over time.
Whether you’re building your firm or planning for succession, this episode is packed with tactical insights to help you make smarter, more future-ready technology decisions.
Ready to audit your tech stack or just want a second opinion? Contact Sue at SueCheema@
