Tech It Up

Tech It Up

Latest Episode

The Great Wealth Transfer | Winning the Next Generation

Mar 24, 2025 • 15 minutes

The Great Wealth Transfer | Winning the Next Generation

In this episode, we explore what younger investors value, how tech can enhance client relationships, and strategies advisors can use to build lasting connections and future-proof their practice for the next generation.

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The Rise of SMAs: Why Investors Are Making the Shift

Mar 13, 2025 •

The Rise of SMAs: Why Investors Are Making the Shift

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Holistic Financial Planning: The Future of Wealth Management

Feb 18, 2025 • 24 minutes

Holistic Financial Planning: The Future of Wealth Management

Exploring how holistic financial planning and technology are transforming the future of wealth management.

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Bells and Whistleblowers: A conversation on whistleblower protection, AML and KYC requirements, and insider trading

Feb 10, 2025 • 21 minutes

Bells and Whistleblowers: A conversation on whistleblower protection, AML and KYC requirements, and insider trading

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Mastering Negotiation for Female Financial Advisors

Feb 3, 2025 • 20 minutes

Mastering Negotiation for Female Financial Advisors

Strategies for female financial advisors to negotiate with confidence, overcome self-doubt, and advance their careers.

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Optimizing Operations for RIAs: Insights on Successful Firm Transformations

Jan 15, 2025 • 22 minutes

Optimizing Operations for RIAs: Insights on Successful Firm Transformations

In this episode of Tech It Up, Joe Metcalf shares insights on optimizing tech, tackling operational challenges, and embracing trends like tech consolidation to help RIAs stay competitive.

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Speed and Precision at Scale: The Power of a Unified Platform

Jan 2, 2025 • 25 minutes

Speed and Precision at Scale: The Power of a Unified Platform

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