Tech-Driven Ops: Transform Your Advisory Practice

In this episode of The Modern Advisor Podcast, host Chris Arnold sits down with Charesse Spiller, founder of LevelBest and creator of FinOps Co-op, to dive into how financial advisors can harness technology to drive operational excellence and scale their practices effectively.

Charesse shares her expert insights on:• Essential technology audits advisors must perform regularly.• Leveraging AI tools beyond basic note-taking, from client onboarding to ongoing service management.• The importance of balancing automation and personalization for impactful client experiences.• Actionable strategies for advisors launching new practices to establish strong foundational technology and operational workflows.

Whether you're a solo advisor or leading a multi-advisor firm, this episode offers valuable perspectives on using technology strategically to enhance client satisfaction, empower your team, and facilitate sustainable growth.

Social Media Handles:• Host (Chris Arnold): ◦ LinkedIn: Chris Arnold ◦ Company: Refresh Wealth• Guest (Charesse Spiller): ◦ LinkedIn: Charesse Spiller ◦ Company: LevelBest