How Technology Integration & Automation Can Scale Your Fee-Based Practice

Scaling a business is not an easy task, and advisors often find themselves stretched thin as they try to manage various processes and functions. However, by seamlessly connecting different software and systems, businesses can scale more efficiently and effectively, save time, reduce errors, and ultimately grow faster. What platform can advisors use to streamline their operations, optimize their workflows, and unlock new levels of growth?

In this episode, Jonathan talks with Avior Wealth Management's Wealth Advisor and the Director of Firm Development, Ryan McQuillan and Britt Campbell, Managing Director. Ryan began his journey in financial services at age 19 after taking a personal financial planning course in college. After spending nearly a decade as a field leader and director at a major financial institution, he decided to join Avior Wealth Management. Britt's story began in Nebraska where both sides of his family built their own businesses. Over the past two decades, Britt has helped people make money decisions aligned with their true purpose.