Episode OverviewIn this episode, titled “The Tech-Human Balancing Act” we will discuss the relative role of technology in the development of client relationships and trust. We will also cover subjects such as exceeding client expectations, data mining to identify the “next best action”, enhancing the advisor’s value proposition, and the future of technology in our channel.Host:Scott Stathis and Bob MittelDiscussion Guests:Eugene Elias, Chief Operating Officer at Atria Wealth SolutionsBrian Bichler, Head of Technology Platform Experience, Managing Director at Atria Wealth SolutionsRyan Tingey, Program Development Manager at CUSO Financial ServicesBrandon Handy, Advisor Development Manager at CUSO Financial ServicesSponsoring Partner:Atria Wealth SolutionsMusic Credits:Band: A Rusty Something (Nick Simpson)Song: SSRI

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