In Episode One of Season Three, the CEO of Invent discusses his vision for solving our industry’s technology integration problem, why data is the "heartbeat' of your business, what most firms get wrong when it comes to advisor tech adoption and how a scene from a 2002 movie may hold the secret to the future of wealthtech.

He also shares the advice Jud Bergman, the co founder of Envestnet, gave to him that he uses every day in business and how his experience in coming to America at age 18 shaped who he is as a business leader today.