Advyzon's John Mackowiak talks about connecting clients through the technology stack

As 2024 begins and temperatures plummet on Wall Street, use Financial Planning to remember warmer days and one of the hottest wealth management events of 2023.

Financial planning takes a special look back future proof festivalapproximately 3,000 financial advisors, wealth management executives, fintech leaderemerging startups, rap icon etc. I went to Huntington Beach, California the second week of September.

Taking us down memory lane is a series of exclusive interviews with insiders and members of the press conducted by Financial Planning Wealth Tech Reporter Justin L. Mack. He also served as a panel moderator at the event..

In this clip, Mac chats with: John Mackowiak, Chief Revenue Officer at Advyzon.. Makowiak said there was a lot to like about the beachside gathering, including a “groundbreaking” meeting, a margarita stand, and even a freshly flown-in barbecue, but what he really enjoyed was the It was an opportunity to see customers firsthand.

read more: 5 Financial Advisor Trends to Watch in 2024

“More than anything, I love connecting with clients,” Mackowiak told Mac. Not surprisingly, advisor technology was a big part of those conversations.

”[I’m] We're actually talking to people about their tech stack. “Ten years ago it was the best variety, so maybe it's not quite the stack they have, but maybe it's not now,” Mackowiak said. Things are moving towards technology integration. Whether it's vendors acquiring each other, or what we're doing with his Advyzon, being able to actually deliver differentiated experiences rather than just connecting different pieces of technology. So whether it's building everything in-house, the stack. “

Watch the full interview with John Makowiak below.

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