Holistic Financial Planning: The Future of Wealth Management

Tech It Up
18/02/2025 23 min
Holistic Financial Planning: The Future of Wealth Management

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Episode Synopsis

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, client-centric tools, and integrated platforms are shaping the next era of financial advice.

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