Mike Papedis speaks with Peter Dun, CEO and co-founder of Feathery, about where advisory firms are struggling operationally, how AI is changing workflow design, and what separates firms that scale successfully from those that simply add more complexity.
Mike's Take
"The firms creating the most enterprise value aren't winning because they have better advisors. They're winning because they have better operating systems. Technology without process simply digitizes inefficiency. Operational excellence isn't an expense — it's the foundation upon which enterprise value is built."
This interview was originally published in Financial Advisor Magazine.
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