As 2024 begins and temperatures on Wall Street plummet, allow Financial Planning to transport you back to warmer days and one of the hottest wealth management events of 2023.
Financial Planning is taking a special look back at
Our walk down memory lane is a series of exclusive interviews with insiders and newsmakers conducted by Financial Planning Wealthtech Reporter Justin L. Mack,
In this clip, Mack chats with
READ MORE:
"I like to connect with our clients more than anything else," Mackowiak told Mack. Naturally, advisor tech was a big part of those conversations.
"[I'm] really talking to folks about their tech stack — maybe it shouldn't be quite the stack that they have because it was best in breed 10 years ago, maybe that isn't the case anymore," Mackowiak said. "And I think where we're seeing things move is toward consolidation of technology, whether that's vendors acquiring one another or, like we're doing at Advyzon, building everything in house so we can really provide a differentiated experience, rather than just plugging in different pieces of a tech stack."
Watch the full interview with John Mackowiak below.
And while you're here, be sure to check out more FP at FP:
