Building a Tech Stack That Scales With Your Firm

Episode 120: As firms enter strategic planning season, Kyle Van Pelt brings together the strongest technology insights from four standout leaders. Nelly Mubashi explains the operational realities of supporting multiple advisor-selected platforms. Carrie Delgott highlights why consolidation into a unified stack unlocks collaboration and efficiency. Phillip Hamman shares how long-term planning and thoughtful automation free advisors to deliver “unreasonable hospitality.” And Michael Batnick offers a candid look at integration frustration inside a hyper-growth firm. Whether you’re expanding advisor choice or tightening your stack, this episode clarifies what it takes to build a scalable, integrated tech ecosystem that truly serves your team.

In this episode:

• (00:00) - Intro

• (00:54) - Nelly Mubashi on supporting advisors across multiple platforms like Tamarac and Orion

• (05:01) - Carrie Delgott on why aligning the firm around one tech stack drives efficiency and collaboration

•  (07:14) - Phillip Hamman on using technology to free up advisors and deliver “unreasonable hospitality”

• (12:04) - Michael Batnick on the challenges of selecting tools that integrate well in a fast-growing firm

Links 

• Nelly Mubashi on LinkedIn

• Northwest Asset Management

• Carrie Delgott on LinkedIn

• Wescott Financial Advisory Group

• Phillip Hamman on LinkedIn

• Linscomb Wealth

• Michael Batnick on LinkedIn

• Ritholtz Wealth Management

Connect with our hosts

• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

Subscribe and stay in touch

• Apple Podcasts

• Spotify

• YouTube

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