Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers

About this episode

Louis Retief discusses his entrepreneurial journey and the importance of workflow management in the wealth tech industry.

How I Built and Sold My FinTech Startup: Louis Retief of Hubly on The Modern Financial Advisor Podcast In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Louis Retief, co-founder of Hubly, for an in-depth conversation about his entrepreneurial journey in the wealth tech industry. Louis shares his experience of founding Hubly right out of college, the challenges and opportunities he encountered, and what it's like to have his company acquired by Docupace . They discuss the importance of efficiency and workflows for advisory firms, the role of operations managers in decision-making, and the ongoing consolidation in the wealth management tech space. Louis also provides insights into how Hubly and PreciseFP are working together post-acquisition and the long-term vision for integrated solutions in financial advisory firms. This episode is a must-watch for anyone interested in fintech, wealth management, and entrepreneurship. Don't miss it! Chapters: 00:00 Introduction to Hubly and Efficient Advisory Firms 00:52 Welcome to the Modern Financial Advisor Podcast 02:12 Louis Retief's Journey and Hubly's Origin 03:12 The Importance of Workflow…

People in this episode

Host: Mike Langford

Guest: Louis Retief

Topics covered

• workflow management
• fintech
• wealth management
• entrepreneurship
• efficiency

Keywords

• Hubly
• Docupace
• PreciseFP
• operations managers
• advisory firms

Mentioned in this episode

Products: Hubly, Docupace, PreciseFP

Books & works: Introduction to Hubly and Efficient Advisory Firms, the Modern Financial Advisor Podcast, The Importance of Workflow Automation, Building for the Back Office

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