Financial Wellness at Scale for Advisory Firms

In this episode of Tech It Up, hosts Jasmin Conner and Trent Turner are joined by Michelle Greive to explore how operational wellness inside advisory firms directly impacts client financial wellness. They discuss why efficient workflows, unified data, and streamlined collaboration are critical to delivering clarity, confidence, and better long-term outcomes. Tune in to hear practical strategies for removing friction, scaling healthier operations, and creating more time for meaningful planning and client conversations.