In this episode of Zephyr’s Adjusted for Risk Podcast, hosted by Ryan Nauman, we are live from Wealth Management Edge. Ryan is joined by Jeff Gonyo, Head of Wealth Management, and Mohan Gurupackiam, Chief Information Officer, both from Steward Partners. They discuss the rapid trend of financial advisors moving to independent practices and the vital role technology plays in this transition. The conversation delves into the integration and optimization of technology stacks, the challenges and opportunities presented by AI, and the importance of operational efficiencies in alternative investing. Additionally, they touch upon the significance of the great wealth transfer and how tech can drive organic growth and help advisors manage their practices more efficiently. Tune in for insights on building a sustainable and successful financial advisory practice.
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Connect with Ryan Nauman:
LinkedIn: Ryan Nauman
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Learn more about Steward Partners here.
00:00 Introduction to Adjusted for Risk Podcast
00:41 The Shift to Independent Advisors
01:18 Meet the Guests: Jeff and Mohan from Steward Partners
03:00 The Role of Technology in Wealth Management
05:21 Operational Steps for Alternative Investing
09:36 Creating a Sustainable Financial Practice
12:08 The Importance of a Robust Tech Stack
14:52 Leveraging AI for Growth and Efficiency
23:22 Final Thoughts and Where to Learn More
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