Scaling a business is not an easy task, and advisors often find themselves stretched thin as they try to manage various processes and functions. However, by seamlessly connecting different software and systems, businesses can scale more efficiently and effectively, save time, reduce errors, and ultimately grow faster. What platform can advisors use to streamline their operations, optimize their workflows, and unlock new levels of growth?

In this episode, Jonathan talks with Avior Wealth Management's Wealth Advisor and the Director of Firm Development, Ryan McQuillan and Britt Campbell, Managing Director. Ryan began his journey in financial services at age 19 after taking a personal financial planning course in college. After spending nearly a decade as a field leader and director at a major financial institution, he decided to join Avior Wealth Management. Britt's story began in Nebraska where both sides of his family built their own businesses. Over the past two decades, Britt has helped people make money decisions aligned with their true purpose.

Recognizing the power of integration and automation in scaling businesses, Ryan and Britt talk about how firms can leverage the Advent Insurance Marketplace powered by DPL to grow their practice and help clients find the best commission-free solutions to fit their retirement needs.

Key Takeaways

[01:32] - The role Ryan and Britt play at Avior Wealth Management.
[04:33] - Why Avior decided to use the Advent Insurance Marketplace by DPL.
[09:29] - What Ryan finds valuable about the integration of DPL and Avior.
[12:52] - The benefits of working with AIM's Breakaway Accelerator Program.
[16:54] - An example of how Avior was able to leverage DPL effectively for a client.
[19:41] - What it means for RIAs to have DPL as a resource.
[23:59] - What Ryan and Britt have to say about their partnership with Advent Insurance Marketplace.
[27:44] - The advice Ryan and Britt have for advisors planning to scale their practices.

Avior Wealth Management, LLC is a SEC registered investment advisor who provides investment management and financial planning services to client. Avior partners with DPL to provide insurance solutions to clients. Avior is not compensated by DPL for recommending their services but is compensated by clients on the overall financial investments of clients for which Avior manages.

How Technology Integration & Automation Can Scale Your Fee-Based Practice 30:41 Share

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How Technology Integration & Automation Can Scale Your Fee-Based Practice