The tech this solo advisor taps to streamline integrations

Wealthtech Weekly

April 10, 2025

By Rob Burgess Reporter

As a solo advisor, Christopher Hensley, president and CEO of Houston First Financial Group, in Bellaire, Texas, runs a lean operation. When his assistant left last October, he took it as an opportunity to reevaluate his tech stack. For the latest edition of "Show Me Your Stack," Hensley told me he carefully reviewed his integrations to increase efficiency.

How are your tech stack's integrations working? Let me know — robert.burgess@arizent.com.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

Connect with Rob:

TOP STORIES

Show me your Stack

How a solo advisor taps tech for top efficiency: Show Me Your Stack

Christopher Hensley, president and CEO of Houston First Financial Group, used the loss of his assistant as a chance to take a hard look at how the different pieces of his tech stack were talking to each other.

We've been here before: Advisors share lessons from past financial crises
Veterans of the dot-com bubble of the late '90s, the early 2000s recession, the 2008 financial crisis and COVID-19 shutdown of 2020 say the more things change, the more things stay the same.

How Osaic lets its advisors choose their own tech adventure — with support
Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech stack flexibility and integration keep such a large organization running.

Advisors reassess strategies in response to reciprocal tariffs
As markets react to the tariffs, financial advisors are considering the short- and long-term impacts.

The financial planning applications advisors can't do without
Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.

Read the latest in Wealthtech

These are the top 40 brokers under 40 in 2025

With our annual rankings, Financial Planning recognizes the industry's top-producing young financial advisors at wirehouses and regional firms.

Financial Planning

You're receiving this email because you signed up for Editorial emails from Financial Planning.

To update the emails you want to receive, or to unsubscribe from our mailing list, please visit our Email Preference Center.

Arizent
360 Madison Avenue, 8th Floor
New York, NY 10017

About | Subscriptions | Contact | Privacy Policy

Have questions or concerns? Contact Support