Episode 290 – Breaking the Swivel Chair Cycle: Smarter Tech for Advisors with Dan Bjerke

Power Your Advice
19/08/2025 28 min
Episode 290 – Breaking the Swivel Chair Cycle: Smarter Tech for Advisors with Dan Bjerke

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Episode Synopsis

Dan Bjerke, President of Digital Wealth at InvestCloud, joins us to discuss how the firm is tackling one of wealth management’s biggest pain points — fragmented technology and siloed data. With 35 years in financial services technology, Dan explains how disconnected systems drain advisor productivity and weaken client experiences. He outlines InvestCloud’s approach to unifying … Continue reading Episode 290 – Breaking the Swivel Chair Cycle: Smarter Tech for Advisors with Dan Bjerke →

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