Fixing the Advisor Tech Stack: Workflows, AI, and Better Data with Andrew Ladwig

Andrew Ladwig is the Director of Business Development at Wealthbox, a CRM purpose-built for financial advisors.

With 15 years in the industry—from wholesaling to roles at Advyzon and Wealthbox—Andrew brings a broad perspective on how firms are using technology to build more efficient, client-centric practices.

In this episode, we talk about:

• Why CRMs often fail and what makes Wealthbox different
• How workflows, integrations, and data actionability drive advisor success
• The future of advice, CRM, and AI-driven productivity

Please enjoy our conversation with Andrew Ladwig.