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The RIA Tech Talk Podcast

RIA WorkSpace

Welcome to the RIA Tech Talk Podcast, brought to you by RIA WorkSpace. We're on a mission to simplify the complex world of technology for RIAs just like yours. In this podcast, we'll be your tech guides, breaking down those often-confusing tech topics into plain and practical terms. Join us in each episode as we dive into the latest tech trends, share expert insights, and help you navigate the eve... more

PublishesTwice monthlyEpisodes21Founded2 years ago
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Latest Episodes

RIA Tech Talk Podcast: Featuring Kent Tkach from Practify As your RIA grows, the limitations of traditional CRMs can become a major roadblock. In this episode of the RIA Tech Talk Podcast, we sit down with Kent Tkach from Practify to discuss why tra... more

In this episode of RIA Tech Talk, we tackle a question that's been popping up more and more: Can an RIA run successfully on Macs? While many RIAs default to Windows for compatibility with financial software, there's a growing interest in using Macs f... more

In this episode, Todd Darroca and David Kakish explore the often-overlooked financial benefits of owning your IT hardware. Understanding the difference between owning and renting IT hardware can significantly impact your bottom line.

Join us as we... more

In this episode of RIA Tech Talk, David and Todd are again joined by Christopher Johnson of TrigaByte Technologies, to discuss the ideal technology stack for new RIA firms with a small team.

About the Guest: Christopher Johnson: Founder of Byte Tec... more

In this episode of RIA Tech Talk, we welcome Christopher Johnson of TrigaByte Technologies to the show. He brings insights into CRM options for RIAs and answers some of our FAQs for each.

We cover some of the top CRMs used by RIAs including:

· R... more

In the latest episode of the RIA Tech Talk podcast, Todd and David talk about how more and more RIAs are embracing hybrid work and why endpoint protection is crucial.

Whether your firm is fully remote, hybrid, or predominantly office-based, securi... more

In this episode of RIA Tech Talk, we talk about how most RIAs with between 5 and 25 employees are not fully utilizing their Microsoft 365 subscription. These firms are often paying for 3rd party tools that are not as good as those provided by Microso... more

In this episode of the RIA Tech Talk podcast, David and Todd discuss the challenges of a current RIA WorkSpace client who had similar IT issues to many RIAs out there. This company went from a frustrating, time-demanding experience with their previou... more

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Which podcasts are similar to The RIA Tech Talk Podcast?

These podcasts share a similar audience with The RIA Tech Talk Podcast:

1. RIA Edge
2. The Perfect RIA
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. The Compound and Friends
5. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of The RIA Tech Talk Podcast are there?

The RIA Tech Talk Podcast launched 2 years ago and published 21 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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