Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin
APR 30, 202547 MIN
Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin
APR 30, 202547 MIN
Description
<h2>Is the tail wagging the dog in the advice business? Tech over Advisor? Advisor over Tech? </h2><p><br></p><p>In this episode, Adam Holt & Derek Notman chat with fintech icon Brian McLaughlin, former founder and CEO of Redtail CRM, Orion Tech Board Member, and fellow REBL Dad. Join us as we discuss the massive opportunity advisors and fintechs have to make people live better, the AI and rapid consolidation advisors don’t see coming, and the importance of leaning into tech.</p><br><p><br></p><h3>Brian discusses:</h3><p><br></p><ul><li>How advisors need to ask questions about integrations</li><li>The perception that integration is a requirement</li><li>The importance of training on tech for the entire team</li><li>Selling through education and problem solving</li><li>The failure to serve the average American customer in a profitable manner</li><li>And much more!</li></ul><p><br></p><p><strong>Resources:</strong></p><p><br></p><ul><li> <a href="https://www.linkedin.com/company/rethinkfa/" rel="noopener noreferrer" target="_blank">Follow RethinkFA on LinkedIn</a></li></ul><p><br></p><p><strong>Connect With Brian McLaughlin:</strong></p><p><br></p><ul><li><a href="https://www.linkedin.com/in/redtail/" rel="noopener noreferrer" target="_blank">LinkedIn: Brian McLaughlin</a></li><li><a href="https://x.com/redtailtech" rel="noopener noreferrer" target="_blank">Twitter/X: Brian McLaughlin</a></li></ul><p><br></p><p><strong>Connect With Adam Holt:</strong></p><p><br></p><ul><li><a href="https://www.asset-map.com/" rel="noopener noreferrer" target="_blank">Asset-Map </a></li><li><a href="https://www.linkedin.com/in/hadamholt/" rel="noopener noreferrer" target="_blank">LinkedIn: Adam Holt</a></li><li><a href="https://www.linkedin.com/company/asset-map/" rel="noopener noreferrer" target="_blank">LinkedIn: Asset-Map</a></li><li><a href="https://www.facebook.com/Asset-Mapcom-305328046167985/" rel="noopener noreferrer" target="_blank">Facebook: Asset-Map</a></li><li><a href="https://twitter.com/asset_map" rel="noopener noreferrer" target="_blank">Twitter: Asset_Map</a></li><li><a href="https://www.youtube.com/channel/UCzIhXGvI5YnL62TOQR4gcEA" rel="noopener noreferrer" target="_blank">YouTube: Asset-Map </a></li></ul><p><br></p><p><strong>Connect With Derek Notman:</strong></p><p><br></p><ul><li><a href="https://www.linkedin.com/in/dereknotman/" rel="noopener noreferrer" target="_blank">LinkedIn: Derek Notman</a></li><li><a href="https://twitter.com/DerekNotmanCFP" rel="noopener noreferrer" target="_blank">Twitter: Derek Notman</a></li><li><a href="https://www.couplr.ai/" rel="noopener noreferrer" target="_blank">Couplr AI</a></li></ul><p><br></p><br><p><strong>About Our Guest:</strong></p><br><p>Brian McLaughlin<strong> </strong>is<strong> t</strong>he nicest fintech founder! Recently retired possibly the most influential fintech executive with Redtail’s 130K advisors and then Orion Tech. Two plus decades of experience and insights and a dog lover, what else can you ask for?</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
