Future-Ready by Design: Tech, Talent, and the Next Era of Advice

The future of financial advice won’t come from rigid, templated models. It will come from agility, forward-thinking talent strategies, and technology that strengthens the advisor-client relationship.

Jay Tarno, COO of Cornerstone Planning Group, is already shaping this future. He leads with three core pillars:

1. Technology That Strengthens Human Connection

Too often, firms chase “innovation” just for the buzz. Tarno takes a different path: he selects technology that reduces friction, streamlines workflows, and deepens client relationships. Instead of replacing human connection, the right tools enhance it.

2. Talent Pipelines That Grow the Next Generation of Advisors

The next era of financial advice depends on attracting and developing new talent. Tarno builds opportunities for young advisors to learn, grow, and thrive. With strong talent pipelines, Cornerstone scales sustainably while staying true to client-first values.

3. Scalable Client Experiences Without Losing Personalization

As firms expand, many struggle to balance efficiency with personalization. Tarno solves this by building service teams that handle administrative work, freeing advisors to focus on relationships. Clients receive consistent service that still feels tailored to their needs.

Future-Ready Means Intentionally Adaptive

For Tarno, future-ready is more than a phrase—it’s an operating principle. By blending technology and human touch in the right ratio, Cornerstone proves that firms can scale without sacrificing quality.

The future of financial advice belongs to firms that move with intention, stay flexible, and never lose sight of the client experience. Under Tarno’s leadership, Cornerstone shows what that future looks like today.

Listen to the Full Story

These insights are inspired by the latest episode of Next Mile podcast featuring Jay Tarno, COO of Cornerstone Planning Group. Hear how Cornerstone turned disruption into opportunity. Listen to the full episode here and  explore more articles in this series.