Building a Tech Stack That Scales With Your Firm
Listen to this week’s episode.
Episode 120: As we enter strategic planning season, I’m bringing together some of the strongest technology insights from four standout leaders. Nelly Mubashi explains the operational realities of supporting multiple advisor-selected platforms. Carrie Delgott highlights why consolidation into a unified stack unlocks collaboration and efficiency. Phillip Hamman shares how long-term planning and thoughtful automation free advisors to deliver “unreasonable hospitality.” And Michael Batnick offers a candid look at integration frustrations inside a hyper-growth firm. Whether you’re expanding advisor choice or tightening your stack, this episode clarifies what it takes to build a scalable, integrated tech ecosystem that truly serves your team.
In this episode:
(00:00) – Intro
(00:54) – Nelly Mubashi on supporting advisors across multiple platforms like Tamarac and Orion
(05:01) – Carrie Delgott on why aligning the firm around one tech stack drives efficiency and collaboration
(07:14) – Phillip Hamman on using technology to free up advisors and deliver “unreasonable hospitality”
(12:04) – Michael Batnick on the challenges of selecting tools that integrate well in a fast-growing firm
Links
Wescott Financial Advisory Group
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Kyle Van Pelt