The Scaling Advisor: CRM, AI & Automation | Jeff Rusin, Advisor Tech Partners

The Scaling Advisor: CRM, AI & Automation | Jeff Rusin, Advisor Tech Partners

Lessons learned on how advisory firms can scale through smarter systems vs bodies. Host Mark Wickersham sits down with Jeff Rusin, Co-Founder of Advisor Tech Partners, to talk about scaling advisory firms through smarter systems, not more headcount. In this episode: ✅Why most RIAs are stuck in reactive, manual chaos ✅How to build a CRM that actually works for your firm ✅Workflow automation and SOPs that create consistent client experiences ✅AI note-takers and how they integrate with your CRM ✅Where AI is taking CRM reporting next 🎥 Watch on YouTube [https://youtu.be/IYxo3kRxeRE]: https://youtu.be/G2OVEth4Wrs 📢 Connect with Us: 🔗 *Jeff Rusin:* https://www.linkedin.com/in/jeffreyrusin/ 🔗 Advisor Tech Partners: https://www.advisortechpartners.com/ 🔗 *Mark Wickersham:*  https://www.linkedin.com/in/markwickersham/  🔗 Asseta AI:  https://www.asseta.ai/ 🔗 WealthTech Podcast AI:  https://www.thewealthtechpodcast.com/ About Advisor Tech Partners Advisor Tech Partners empowers RIAs to streamline their operations, enhance client experiences, and scale effectively with cutting-edge automation solutions. From automating service models and workflows to customizing operational processes, we ensure your firm operates at peak efficiency. About The WealthTech Podcast: The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham [https://www.linkedin.com/in/markwickersham/]. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver [https://www.linkedin.com/in/bradoliver/]. The WealthTech Podcast is brought to you by the generous support of Asseta AI. [https://www.asseta.ai]  About Asseta AI Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. To learn more please visit www.asseta.ai [https://www.asseta.ai/] Disclaimer The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.  The WealthTech Podcast makes no representations as...

Managing Wealth, Homes, and Households at Scale | Nines

Your host Mark Wickersham is joined with Jacco de Bruijn and Mohamed Elzomor, co-founders of Nines. Jacco and Mohamed pull back the curtain on how ultra-high-net-worth families manage their homes, staff, and properties — and why even billionaires are still doing it out of WhatsApp threads and binders. 🎥 Watch on YouTube [https://youtu.be/IYxo3kRxeRE]: https://youtu.be/Yp3Zzx0z8uk In this episode we cover: ✅The "wealth spiral": Why buying a dream home often leads to an unexpected second job managing vendors, staff, and logistics ✅Founder's journey: From Mo's days training billionaires and royal families as a personal trainer, to pivoting multiple times before finding the real problem to solve ✅Why this market was overlooked: Every industry from barbershops to pizzerias has purpose-built software, but the ultra-wealthy were running on spreadsheets ✅Estate manager challenges: Hiring for trust, promoting for the wrong reasons, and why bad staff situations can turn into lawsuits ✅Trends in WealthTech and family office services: Where the industry is headed and what firms are still getting wrong As Always we end the podcast on a personal note with three questions that have nothing to do with WealthTech.  About Nines Living Nines is a household management platform built with security and ease of use in mind. Discerning families and family offices use Nines as a centralized household manual and operating system to simplify managing properties, assets, vendors, staff, projects, and more. We also offer in-house estate management support, workshops and consulting — all so families can live with ease. About The WealthTech Podcast: The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham [https://www.linkedin.com/in/markwickersham/]. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver [https://www.linkedin.com/in/bradoliver/]. The WealthTech Podcast is brought to you by the generous support of Asseta AI. [https://www.asseta.ai]  About Asseta AI Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. To learn more please visit www.asseta.ai [https://www.asseta.ai/] Disclaimer The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.  The WealthTech Podcast makes no representations as...

AI Strategy & The Future of the Advisor-Client Relationship | Kelly Wagman, Cresset

In this episode of  host Mark Wickersham, Director of Startegic Partnerships at Asseta AI, sits down with Kelly Wagman, Director of AI Strategy at Cresset. Together they explore what it really takes to adopt AI safely, strategically, and effectively inside a wealth management firm. In this episode, we cover: ✅Why giving employees access to approved AI tools is a security best practice ✅ How to build an AI policy that balances experimentation with compliance ✅ The importance of keeping a human in the loop at every stage ✅ How to identify and prioritize AI use cases by starting with real workflow pain points ✅ The future of the advisor-client relationship in an AI-driven world 🎥 Watch on YouTube [https://youtu.be/IYxo3kRxeRE]: https://youtu.be/wl_Ohv_SF6Q About Dr. Kelly Wagman Kelly brings a rare combination of deep technical expertise — a PhD in computer science from the University of Chicago, research at MIT, and enterprise product experience at Microsoft — and applies it to one of the most complex and relationship-driven industries in the world. About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning* multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized**—integrated, intentional, and aligned with each client’s vision of success.     *Disclosures related to awards, recognitions, and rankings: https://cressetcapital.com/about/rankings-and-awards/ **Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results.   Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For full list of Cresset subsidiaries and controlled affiliates, please see here: https://cressetcapital.com/about/rankings-and-awards/ About The WealthTech Podcast: The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham [https://www.linkedin.com/in/markwickersham/]. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver [https://www.linkedin.com/in/bradoliver/]. The WealthTech Podcast is brought to you by the generous support of Asseta AI. [https://www.asseta.ai]  About Asseta AI Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. To learn more please visit www.asseta.ai [https://www.asseta.ai/] Disclaimer The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.  The WealthTech Podcast makes no representations as...

Inside the Family Office: Operations, Technology, and Trust | Danielle Klimek

Modernizing the Family Office Without Losing the Personal Touch  In this episode, Mark Wickersham sits down with Danielle Klimek, COO of a single-family office, to explore what really happens behind the scenes of family office operations. Danielle shares how she transitioned from the vendor side to running a family office, the realities of small teams managing big complexity, and the ongoing debate between all-in-one versus best-of-breed technology. It’s a candid, practical look at modernization, automation, and leadership in the evolving family office ecosystem.  🎥 Watch on YouTube [https://youtu.be/IYxo3kRxeRE]: https://youtu.be/00h1DXNMytQ About The WealthTech Podcast: The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham [https://www.linkedin.com/in/markwickersham/]. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver [https://www.linkedin.com/in/bradoliver/]. The WealthTech Podcast is brought to you by the generous support of Asseta AI. [https://www.asseta.ai]  About Asseta AI Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. To learn more please visit www.asseta.ai [https://www.asseta.ai/] Disclaimer The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.  The WealthTech Podcast makes no representations as...

How AI is Rewiring the Advisor Tech Stack | Mark Gilbert, Zocks

Artificial intelligence is rapidly reshaping wealth management, and few areas are seeing bigger gains than advisor productivity. Host Mark Wickersham sits down with Mark Gilbert, Co-Founder & CEO of Zocks, to discuss how AI is transforming the advisor t ech stack from meeting notes to client growth. 🎥 Watch on YouTube [https://youtu.be/IYxo3kRxeRE]: https://youtu.be/jVFIzE88HrU In this episode, we cover: ✅How AI is saving advisors 5–10+ hours per week ✅Why structured data is critical to advisor workflows ✅Note Taking CRM integrations and workflows ✅AI guardrails, compliance, and privacy best practices ✅How firms can scale personalization with AI ✅What the future advisor business model looks like About Mark Gilbert Mark Gilbert is the Founder & CEO of Zocks, an AI-powered platform helping financial advisors automate administrative work, improve client engagement, and grow their businesses. *About Zocks* Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, intake and account opening forms, tailored client emails, and more.  About The WealthTech Podcast: The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham [https://www.linkedin.com/in/markwickersham/]. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver [https://www.linkedin.com/in/bradoliver/]. The WealthTech Podcast is brought to you by the generous support of Asseta AI. [https://www.asseta.ai]  About Asseta AI Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. To learn more please visit www.asseta.ai [https://www.asseta.ai/] Disclaimer The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.  The WealthTech Podcast makes no representations as...