On this episode of Talking Wealth, Michael Batnick sits down with John Connell, Co-Founder and CEO of Focal, the AI-powered productivity platform transforming how advisory firms document, automate and scale client service.
With roots at Microsoft and multiple startups, John brings deep enterprise SaaS experience to the advisor space. We’ll explore how Focal is moving beyond note-taking to orchestration of advisor workflows, the security and compliance imperatives in wealthtech, and what’s next as agentic AI begins to drive the next wave of practice transformation.
This episode is sponsored by Betterment Advisor Solutions.
Grow your RIA, your way by visiting: https://Betterment.com/advisors
Watch it HERE
