34 min

Episode 8: Technology vs. Human Interaction - How the Best Advisors Find Balance The Advisor Lab

    • Marketing

In this episode of Advisor Lab, we sit down with Ben Lavine, CIO at 3D Asset Management, a leading TAMP provider for financial advisors.

We dive into the topic of technology in the advisor world - where it's at, where it's headed, and how advisors can integrate technology while maintaining a human element. 

We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact. 

In this episode of Advisor Lab, we sit down with Ben Lavine, CIO at 3D Asset Management, a leading TAMP provider for financial advisors.

We dive into the topic of technology in the advisor world - where it's at, where it's headed, and how advisors can integrate technology while maintaining a human element. 

We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact. 

34 min

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