Ep 256: Living On The Cutting Edge Of Advisor Technology To Build A Better Client Experience with Vincent Barbera


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על ידי Michael Kitces התגלה על ידי Player FM והקהילה שלנו - זכויות היוצרים שמורות למפרסם, לא ל-Player FM, והשמע מוזרם ישירות מהשרתים שלכם. הירשמו כדי לעקוב אחר עדכונים ב-Player FM, או הדביקו את כתובת העדכונים באפליקציות פודקאסט אחרות.

Vincent Barbera is the founder of Newbridge Wealth Management, an independent RIA based out of Philadelphia that oversees nearly $120-million of assets under management for 75 households. Vince stays on the cutting edge of advisor technology by continuously experimenting with new tech tools and by setting a new strategic focus every year to identify and try out a new category of solutions.

Listen in as Vince gives a rundown of the technology tools that he has tried this year to improve his client experience, where he finds the latest and greatest in tech to try out, and how he compares the cost of new tools against those he already uses. We also discuss how Vince uses technology in his independent firm to stay competitive without an asset manager’s size and scale, and why he has decided not to scale up to the billion-dollar mark but rather slow down and enjoy the ride.

For show notes and more visit: https://www.kitces.com/256

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