Episode 074: In this “Best of 2024” episode of The Connected Advisor, Kyle Van Pelt brings together four leaders from four firms to discuss why firms should own their data and why data and technology are keys to success. Featuring Mike Prior, Brian Preston, Mark DeLotto, and Chrissy Lee.
In this episode:
(00:00) - Intro
(00:52) - Mike Prior on the importance of a modern approach to technology.
(04:37) - Brian Preston on how to build organic growth by being on the front edge of technology.
(07:00) - Mark DeLotto on the criticalness of data in all aspects of building a firm.
(12:00) - Chrissy Lee on how technology is the secret to exceptional operations.
Links
Mike Prior on LinkedIn
Priority Financial Group
Brian Preston on LinkedIn
Abound Wealth
Mark DeLotto on LinkedIn
Simon Quick Advisors
Chrissy Lee on LinkedIn
Merit Financial Advisors
Connect with our hosts
Milemarker.co
Kyle on LinkedIn
Jud on LinkedIn
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YouTube
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