Tech Evangelist

At multistate wealth management firm LarsonAllen, an increased workload and limited staffing resources made it imperative that those advisors who weren’t using the firm’s automated rebalancing technology get on board. Firm Director of Operations Chris Johnson reviewed the system with these advisors and showed them how they could use the technology to do what their teams used to do for them, in less time. The result: “They love using the system because they see it’s easy and helps them do their job faster,” says Johnson. “They’ve told me that they wish they had started using it when we bought it a year ago.”