Ryan George, Chief Marketing Officer at Docupace, joins us to discuss how back-office innovation is helping advisors scale smarter. He shares his personal journey to Docupace and how the firm has grown into a 23-year-old leader in streamlining advisor operations, from account opening and compliance to compensation management and advisor transitions.
He also highlights the company’s latest investments in user experience, its acquisition of Hubly, and the evolving role of AI in advisor technology. Ryan emphasizes the importance of operational efficiency in unlocking growth for RIAs, offers perspective on the “buy vs. build” debate, and explains why expanding access to quality financial advice is what excites him most about the future of fintech.
Resources: Docupace
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