Скачать или смотреть Ep. 9 | How SmartData Is Helping Advisors Scale Smarter: Interview With Ryan Morrison

Too many apps. Too much data. Not enough clarity. Sound familiar?

In this episode of Unfiltered & Unstoppable, host Rob Romesburg is joined by Ryan Morrison, co-founder and CEO of SmartData.

Ryan shares how SmartData is transforming scattered client information into powerful, usable insights. Whether you’re running a solo practice or leading a growing firm, this conversation gives you a clear roadmap to tech that actually works for advisors — not against them.

This episode is for you if 👇
• You're overwhelmed by disconnected software and manual workflows
• You want to save time while improving client conversations
• You're looking to scale smarter, not harder
• You’re ready to future-proof your practice without adding complexity

#FintechForAdvisors #FinancialPlanningTools #SmartData #AdvisorTech #ScaleYourPractice

📌 CHAPTERS:
00:00 – Intro: Why Tech Overload Is Hurting Advisors
01:27 – Meet Ryan Morrison, CEO of SmartData
02:38 – How a Dentist-Turned-Founder Built SmartData
05:12 – The Problem With Scattered Client Data
07:00 – Turning Raw Data into Real Insights
09:45 – What Advisors Really Need in Their Tech Stack
12:33 – How Smart Data Makes Planning Conversations Easier
14:58 – What Tools Are Worth Your Time in 2025
17:42 – Avoiding “Shiny Object” Syndrome in Fintech
20:11 – Building a Scalable Practice Without Adding Stress
22:50 – Final Thoughts: Tech That Works for You, Not Against You


Learn more about SmartData: https://www.smartdatawealth.com/


Get in touch: Gradient Annuity Brokerage | ACE Team
📧 [email protected]
📞 785.861.1636


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The opinions herein may be from a personal experience and may not necessarily be those of Gradient Financial Group, its employees, or affiliates. Any results, topics, or outcomes are for informational purposes only. Financial Professional Use Only.