In Episode 25 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down Ryan Patrick, Chief Technology Officer at Razor Technology, for a discussion on tech driving advisor growth.

Key Takeaways:

Technology is a growth driver enabler Firms that scale efficiently treat technology as core infrastructure and a strategic asset. Those that view IT as an expense or afterthought are far more likely to hit operational bottlenecks as they grow.

Strategic IT partnerships enable scalable, repeatable growth Proactive planning, standardized systems, and ongoing collaboration allow firms to add clients, advisors, or acquisitions seamlessly—rather than rebuilding each time.

AI delivers value through efficiency Real impact comes from focus ...