Holistic Financial Planning: The Future of Wealth Management
Update: 2025-02-18
Description
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.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
