Episode 120: As firms enter strategic planning season, Kyle Van Pelt brings together the strongest technology insights from four standout leaders. Nelly Mubashi explains the operational realities of supporting multiple advisor-selected platforms. Carrie Delgott highlights why consolidation into a unified stack unlocks collaboration and efficiency. Phillip Hamman shares how long-term planning and thoughtful automation free advisors to deliver “unreasonable hospitality.” And Michael Batnick offers a candid look at integration frustration inside a hyper-growth firm. Whether you’re expanding advisor choice or tightening your stack, this episode clarifies what it takes to build a scalable, integrated tech ecosystem that truly serves your team.
In this episode:
(00:00) - Intro
(00:54) - Nelly Mubashi on supporting advisors across multiple platforms like Tamarac and Orion
(05:01) - Carrie Delgott on why aligning the firm around one tech stack drives efficiency and collaboration
(07:14) - Phillip Hamman on using technology to free up advisors and deliver “unreasonable hospitality”
(12:04) - Michael Batnick on the challenges of selecting tools that integrate well in a fast-growing firm
Links
Nelly Mubashi on LinkedIn
Northwest Asset Management
Carrie Delgott on LinkedIn
Wescott Financial Advisory Group
Phillip Hamman on LinkedIn
Linscomb Wealth
Michael Batnick on LinkedIn
Ritholtz Wealth Management
Connect with our hosts
Milemarker.co
Kyle on LinkedIn
Jud on LinkedIn
Subscribe and stay in touch
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Spotify
YouTube
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