January 9, 2025
Wealth Solutions Report recently interviewed Concurrent Managing Director of Advisor Engagement and Enterprise Development, Joe Mooney, about the role of technology in the modern advisor’s practice.
Building a platform advisors love starts with understanding their needs and empowering them with the tools and support to thrive. As Joe explains, the transition to independence is not just about adopting advanced technology or flexible compliance—it’s about redefining the advisor experience. By prioritizing agility, innovation, and advisor-driven customization, we ensure that our platform evolves with client expectations and industry trends, enabling advisors to focus on growth and delivering exceptional service. Seamless integrations and user-friendly tools are at the core of our commitment to providing a scalable, client-centric experience.
Looking ahead, we see a future where advisor engagement becomes more personalized and collaborative. Joe emphasizes the importance of fostering a sense of community, where advisors can share ideas, learn from peers, and grow together. Independence doesn’t mean going it alone; our platform provides the infrastructure, operational expertise, and compliance support to make the transition empowering rather than overwhelming. By offering practice management, growth programs, and tailored partnership options, we transform challenges into opportunities, ensuring advisors have everything they need to build sustainable, successful practices.
