Resolution paralysis is without doubt one of the largest silent killers of RIA development. With tons of of tech instruments, infinite surveys and no clear roadmap, many companies freeze as an alternative of scaling. The outcome? Wasted time, poor implementations and missed alternatives to run their practices like true companies.
On this episode of The WealthStack Podcast, host Shannon Rosic sits down with James Cantwell, founding father of WealthTech Choose, to unpack why advisors battle to make assured tech and development choices—and what it takes to maneuver previous the noise. James has spent practically three many years throughout wealth administration, asset administration and know-how, and he’s now constructing RIA Ascent to assist companies discover the readability and path they’ve been lacking.
Shannon and James additionally focus on:
-
Why choice paralysis is so widespread in advisor tech and technique
-
The Cheesecake Manufacturing unit impact: too many decisions, not sufficient readability
-
How benchmarking and knowledge can function a compass for agency development
-
Why most tech dissatisfaction stems from poor implementation—not the instruments
-
The trade’s want for higher connections between RIAs, distributors and consultants
Sources:
Join with Shannon Rosic:
Join with James Cantwell:
About Our Visitor:
Drawing from 25 years throughout funding administration, banking, and WealthTech, James Cantwell brings a singular 360-degree perspective to digital transformation. His journey from GAMCO Asset Administration and AST Belief (now Broadridge) to main SS&C Introduction’s consulting follow revealed a important perception: companies want a greater option to consider and implement know-how.
After guiding tons of of RIAs and household places of work by implementation challenges, he based The Cantwell Advisory and WealthTech Choose to revolutionize how companies assess and undertake wealth administration options.