"Technology is just the amplifier." That's how Ryan Dau Dau explains why so many advisory firms keep buying new tools and still feel behind.
Ryan, Founder and CEO of reframeRIA, joined Justin Jackson and Brian Hyman on Episode 2 of High Meadow LIVE! He's a former Air Force officer and financial advisor who now helps solo and small-team practices sort out their operations before they add more technology.
A lot of this episode is practical. Ryan walks through how he gets advisors to take what lives in their heads and put it on paper, so a team or tool can actually run with it. He also opens up about the tough lessons from his own time as an advisor. If you run or support a growing advisory practice, this is worth the listen.
Youtube: https://youtu.be/wn_MFrZTePI?si=xSIz9Wls3fQdaKu9
Spotify: https://open.spotify.com/episode/3q9SvfG6E7dbff9yhZL6aA?si=36fb8f730916459c
Apple: https://podcasts.apple.com/us/podcast/episode-2-technology-is-just-the-amplifier-ryan-dau/id6803949205?i=1000792388962
