How the Right Platform Helps Financial Advisors Create a Better Experience | The Deep Dive | S1 E3
Join Jay Hummel and Lee Andreatta on The Deep Dive as they discuss strategies for advisors and firms to achieve better growth and outcomes. Lee, CEO of Advyson Investment Management, shares insights from his 27-year journey, highlighting the importance of platform decisions, utility, and ease of use in driving growth. His company and similar platforms’ all-in-one capabilities are revolutionizing the advisor experience!
The Deep Dive is a biweekly series focused on the wealth management business. Host Jay Hummel, co-founder of the Wealth Advisor Growth Network, interviews financial industry leaders to help advisors and firms deliver better outcomes for clients, while increasing revenue and the value of their firms.
00:00 Introduction
00:34 Lee’s Background and Advyson
1:13 How Advisors Make the Right Platform Decision
4:36 How to Pick a Platform That Helps You Grow
7:29 How Does Advyson Compete?
10:22 How to Get in Touch
How the Right Platform Helps Financial Advisors Create a Better Experience | The Deep Dive | S1 E3
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