DWealth Muse Podcast Series: Episode 20 – Is the CRM the Key To Mass RIA Adoption of Digital Assets?

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DWealth Muse, with host Dara Albright, is a new weekly podcast series on Digital Wealth News that bridges the knowledge gap between conventional and modern finance through original coverage of the tidal wave of technological and regulatory change headed to finance as it shifts to a digital, decentralized system.

You can listen to all Dara’s podcasts at this link: https://dwealth.news/podcast/


Episode 20 – Is the CRM the Key To Mass RIA Adoption of Digital Assets?

In this episode, DWealthMuse host Dara Albright and guest, Practifi Chief Commercial Officer and Co-founder, Adrian Johnstone, an expert in business management solutions for financial advisors, discuss whether the key to mass RIA adoption of digital assets may be via the CRM, the Customer Relationship management System. Other highlights include:

  • The importance of building a tech stack around the client as opposed to the asset;
  • The technologies presently being integrated into a modern CRM;
  • What is Augmented Intelligence and how is it being applied in modern CRMs to enable advisors to better manage risk, optimize growth, reduce churn, and help with emerging asset classes like cryptocurrencies;
  • How CRMs reduce compliance burdens, mitigate cybersecurity risks and ensure audit-readiness;
  • How client advisory boards may impact fintech in the future;
  • How Covid-19 impacted the advisor’s relationship with technology and clients, and how it may have resolved the advisor’s intergenerational wealth conundrum.

CLICK HERE TO LISTEN TO EPISODE 19:


About the DWealth Muse Podcast Series & Host Dara Albright:

Some are calling this transition the greatest financial transformation since civilization moved from a barter to a currency system. It is truly that momentous.

In these podcasts, Albright and key fintech influencers discuss how this financial transformation is impacting asset classes, investment portfolios, businesses, markets and economic policy.

Albright and guests deliver insights and leading-edge information to listeners in lively conversations that make this complex topic fascinating to learn and easy to grasp so that investors and businesses, alike, can capitalize on this monumental change.   

Specific areas of coverage include:

  • Decentralized Finance (DeFi)
  • The Democratization of Finance (DemFi)
  • Digital Assets, Blockchain-based Assets and Cryptocurrencies
  • Security Token Offerings and Exchanges
  • Exempted Fintech Alternatives
  • Modern Liquid Alternatives
  • Wealthtech
  • Compliance & Risk Management
  • Fintech Savings Apps

You can listen to all Dara’s podcasts at this link: https://dwealth.news/podcast/