Fixing the Advisor Tech Stack: Workflows, AI, and Better Data with Andrew Ladwig

Andrew Ladwig is the Director of Business Development at Wealthbox, a CRM purpose-built for financial advisors.

With 15 years in the industry—from wholesaling to roles at Advyzon and Wealthbox—Andrew brings a broad perspective on how firms are using technology to build more efficient, client-centric practices.

In this episode, we talk about why CRMs often fail, how workflows, integrations, and data actionability drive advisor success, and the future of advice.

Please enjoy our conversation with Andrew Ladwig.