Dubbed the “advisor of the future” at a Fortune 100 financial firm in 2018, I realized that my vision for harnessing technology to reshape financial advising was not just innovative—it was the future waiting to happen. With over a decade in financial services, I’ve always looked for ways to make things simpler, more efficient, and more impactful. I’ve seen firsthand the challenges advisors face: balancing client needs with the operational side of running a practice. For me, technology is the answer. It’s a way to work smarter and stay ahead, but most importantly, it’s a way to serve clients better. My journey has been shaped by a commitment to innovative, process-driven solutions. I’m passionate about creating strategies that blend technology with a personal touch, allowing advisors to focus on what truly matters. This passion led me to found SocialLead, where I’ve channeled my expertise to support other advisors in navigating a fast-evolving industry. I bring a mix of tech savvy, industry insight, and a deep understanding of the advisor experience. Whether it’s building efficient workflows, enhancing client communication, or leveraging digital tools for growth, my mission is to empower financial professionals to reach their highest potential. Let’s connect! I’m always open to discussing the future of advising, sharing insights, and exploring how technology can reshape our field. Reach me at alexa@sociallead.io, or schedule a time to chat here: https://calendly.com/sociallead_alexa/zoom.