Holistic Financial Planning: The Future of Wealth Management
Exploring how holistic financial planning and technology are transforming the future of wealth management.
Exploring how holistic financial planning and technology are transforming the future of wealth management.
Join hosts Trent Barry and Jasmine Conner on this episode of Tech It Up as they dive into the future of wealth management with Bryan Klein, Product Manager at SS&C Black Diamond. Bryan shares his journey from earning his CFP and master’s degree to helping advisory firms deliver holistic financial planning through innovative technology solutions. Together, they explore how values-based planning, client-centric tools, and integrated platforms are shaping the next era of financial advice.
Bryan Klein joined SS&C Black Diamond in 2019 as a product manager, leveraging his CFP and master’s degree to drive innovative solutions for clients. He collaborates closely with a skilled engineering team to enhance the platform’s offerings and deliver value to advisors. Bryan’s expertise bridges financial planning and technology, helping shape cutting-edge tools that empower wealth management professionals.
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