Join Maximizer's expert-led session to learn how to roll out tools smoothly
Many firms rush to adopt the latest platforms without asking a critical question: how will this actually fit into the way advisors and their teams work every day? If the integration feels unnatural, advisors may avoid the tool altogether—or worse, lose valuable time trying to force it into their workflow. Piloting solutions, gathering honest feedback, and adjusting rollout plans can prevent technology from becoming a distraction rather than an advantage.
The human side of change is just as important. Support staff may worry that automation threatens their role, while seasoned advisors can find the learning curve frustrating. Some colleagues will need more time and guidance to adapt.
It is worth recalling that even email once seemed unfamiliar, just as digital onboarding platforms and CRM systems did when they first appeared. With the right introduction and training, those tools evolved into everyday essentials. Today’s innovations, whether AI-driven analytics, digital compliance tools, or advanced portfolio platforms, hold the same promise. The difference lies in how they are introduced, supported, and absorbed into daily routines.
Why this conversation matters now
These challenges, and the opportunities that come with them, are the focus of Technology and Trust: What Future-Ready Advisors Are Doing Differently, an exclusive webinar hosted by Maximizer on October 14, 2025 at 1:00 p.m.
The session will explore how advisors can balance efficiency with empathy, ensure smooth adoption, and identify the technologies that truly elevate client relationships.
Advisors know that rhythm matters. Work too fast and details are missed. Move too slowly and opportunities slip away. Stop-and-start cycles drain energy and erode client trust. Technology, when applied thoughtfully, can restore balance—streamlining daily work, nudging advisors back on track, and creating more space for meaningful conversations with clients. Yet selecting a tool is only half the battle. The harder part is figuring out how to bring it into the practice. Should the rollout happen across the team, or begin with a pilot group? Without a careful approach, even well-intentioned changes can leave staff skeptical, which undermines adoption from the start.
What you will learn
In this timely session, Gabe Karkanis, Senior Director of Product at Maximizer, Richard Owen, CEO and President at Buckler, and Peter Wloka, Chief Revenue Officer at Buckler, will share strategies for building trust through technology, overcoming adoption hurdles, and preparing for what’s next.
Key takeaways include:
- Why technology adoption has historically lagged in some advisory firms—and what is finally driving change.
- Practical steps for piloting new tools, securing cultural buy-in, and avoiding common rollout mistakes.
- How to balance automation with high-touch service to protect and deepen client trust.
- The role of CRM, AI, and data analytics in anticipating client needs and boosting productivity.
- A forward-looking view of emerging technologies that will shape advisor-client relationships over the next three to five years.
Technology moves quickly, and advisors cannot assume that adopting a new platform is the final step. The stronger approach is to make regular, incremental adjustments to the systems already in use. By modernizing in place, practices can stay flexible, introduce new capabilities with less disruption, and avoid the need for major overhauls later.
Register now to secure your spot and learn how to position your practice for long-term success.
