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Podcast: Registered Investment Advisor Podcast
Episode: Scaling Smarter: Maximizing Tech ROI in Wealth Management Firms
Description: Are you using your technology to its fullest potential?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Christopher Johnson, CEO of TrigaByte Technologies, who delves into the challenges wealth management firms face when integrating technology and maximizing its potential. With 30 years of experience, Chris shares his journey from working as a compliance officer to founding Trigger Byte, where he helps advisors leverage technology for greater efficiency and client satisfaction. Chris discusses everything from client onboarding to the rise of AI in wealth management, offering actionable insights for firms looking to...