Building a Tech Stack That Scales With Your Firm
Description
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
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