Todd Battaglia Talks Tech Solutions For Starting an RIA | The Deep Dive | S1 E9
In this episode of “The Deep Dive” podcast, Jay Hummel talks to Todd Battaglia, CEO of MGNA Wealth. Battaglia discusses his career journey as a registered investment advisor, the importance of independence in wealth management, and the challenges of selecting the technology stack that will streamline the day-to-day business while also positioning a new firm for growth.
00:00 Introduction
00:50 Todd’s Journey to MGNA Wealth
5:07 How To Choose The Right Technology
7:11 Making The Smart Choice on UMA
9:59 How The Right Tech Stack Can Streamline Business
13:42 Going Independent? Pros and Cons
Todd Battaglia Talks Tech Solutions For Starting an RIA | The Deep Dive | S1 E9
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