The power of a robust tech stack lies not only in the ability to consolidate information but also in the opportunity to accomplish more within a unified environment. Advisors aim to break free from the limitations of siloed solutions and embrace the potential of an all-encompassing platform that empowers them to go above and beyond. By seamlessly integrating multiple functions, advisors can focus on what truly matters – delivering exceptional value to their clients.
In this episode, Ryan and George talk with Lori Hardwick, Chairman of the Board for Docupace and Board Member for Cerity Partners. Lori has over 30 years of experience as a senior executive, entrepreneur, and board member for some of the fastest-growing and widely-recognized firms in the industry. She was one of the co-founders of Envestnet and later joined BNY Mellon's Pershing as its COO before co-founding AI Labs. A sought-after board member in the technology and financial advice space, Lori has held board seats at Cetera Financial Group, Orion Advisor Solutions, Cerity Partners, Vestwell, and Genstar Capital.