Tech It Up
Holistic Financial Planning: The Future of Wealth Management
23:04
Join hosts Trent Barry and Jasmine Conner on this episode of Tech It Up as they dive into the future of wealth management with Bryan Klein, Product Manager at SS&C Black Diamond. Bryan shares his journey from earning his CFP and master’s degree to helping advisory firms deliver holistic financial planning through innovative technology solutions. Together, they explore how values-based planning,…