Fixing the Advisor Tech Stack: Workflows, AI, and Better Data with Andrew Ladwig

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The Investipal Podcast

Investipal

44 episodes

2 days ago

Join Cameron Howe, CEO of Investipal, as he sits down with the most influential minds in wealth and investment management. From portfolio strategy and market trends to business growth, marketing, and innovation, every episode delivers practical insights and actionable advice to help financial professionals thrive. Whether you’re building your business, optimizing portfolios, or staying ahead of industry shifts, this podcast is your go-to resource for navigating the evolving world of wealth management.

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Investing

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Fixing the Advisor Tech Stack: Workflows, AI, and Better Data with Andrew Ladwig

The Investipal Podcast

24 minutes 45 seconds

5 months ago

Fixing the Advisor Tech Stack: Workflows, AI, and Better Data with Andrew Ladwig

Andrew Ladwig is the Director of Business Development at Wealthbox, a CRM purpose-built for financial advisors.

With 15 years in the industry—from wholesaling to roles at Advyzon and Wealthbox—Andrew brings a broad perspective on how firms are using technology to build more efficient, client-centric practices.

In this episode, we talk about why CRMs often fail, how workflows, integrations, and data actionability drive advisor success, and the future of advice.

Please enjoy our conversation with Andrew Ladwig.