Industry Trends

Welcome to the Industry Trends page of Laura Holt, CFP® WealthTech Matchmaker™. Here, you can explore a collection of insightful interviews where Laura shares her expertise, perspectives, and innovative strategies shaping the future of the Financial Services industry.

In these engaging discussions, Laura delves into the latest trends in wealth technology, the importance of personalized client experiences, and how advisors can leverage tools to enhance their practice. Whether she’s addressing behavioral finance integration or exploring new FinTech collaborations, her insights provide valuable knowledge for both advisors and industry leaders.

Stay tuned for thought-provoking conversations that will inspire and inform your approach to wealth management in an increasingly tech-driven landscape.

Choosing the Right Tech

Laura Holt, CFP® of WealthTech Matchmaker™ shares with host Phil Sharkey of The Hire Authority about how she helps financial services professionals wade through the sea of specialty software to find the right tech for their needs.

From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI with Laura Holt, CFP®

Laura joined Zach Conway and Kelsey McKenna on The Advice Business Podcast Seeds for an episode titled "From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI." In this conversation, Laura shares her expertise on how independent financial advisors can cut through the noise of ever-evolving technology and make smarter, more intentional investments in the tools that actually move the needle for their practice.

How AI is Shaping the Future of Wealth Management. Webinar: Mike Byrnes interviews Laura Holt, CFP®

In this insightful webinar interview, Mike Byrnes sits down with industry expert Laura Holt to explore the latest trends shaping financial services and how technology—especially AI—is transforming the advisor-client experience.