{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Tech-Powered Growth: Scaling Your RIA with Smart Workflows with Matthew Awai","description":"In this episode, David DeCelle, CEO of ModelFA, sits down with Matthew Awai of Advisor Tech Partners to explore how financial advisors can streamline operations, automate tasks, and reclaim valuable time in their business. Matthew shares his journey from working at a broker-dealer to co-founding Advisor Tech Partners, and dives into real-world automation examples that are saving firms up to 10 hours per week\u2014just in scheduling. Whether you're a solo advisor or part of an enterprise team, this conversation offers insights into tools like Zapier, Wealthbox, and AI agents that can modernize your firm\u2019s workflows. &amp;nbsp;  &amp;nbsp; \ud83e\udde0 Key Topics Covered   Matthew's path from broker-dealer to tech entrepreneur    Common operational challenges for solo and enterprise advisors    Automation solutions using CRM tools and Zapier    Real examples: follow-up emails, workflow triggers, and data syncs    The role of AI agents and SOPs in scaling a firm    Why documenting processes is crucial for growth    Tools discussed: Wealthbox, Zapier, scribe.how, AI workflows    &amp;nbsp;  &amp;nbsp; \u2705 Action Items   \ud83d\udd17 Check out Advisor Tech Partners\u2019 YouTube Channel for tutorials and automation tips    \ud83d\udcc5 Book a discovery call with Advisor Tech Partners to explore how automation can help your firm    \ud83d\udcd8 Read The E-Myth by Michael Gerber to better understand the value of systems and delegation    \u270d\ufe0f Try scribe.how to start documenting your SOPs automatically   &amp;nbsp; Connect with Matthew: &amp;nbsp;   Email: matthew@advisortechpartners.com   Website: https:\/\/www.advisortechpartners.com\/   LinkedIn: https:\/\/www.linkedin.com\/in\/matthew-awai\/   &amp;nbsp; About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes&amp;nbsp; to build a successful practice \u2014 and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work \u2014 no \u201cgotchas\u201d or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.&amp;nbsp; Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you\u2019d love to see covered.&amp;nbsp; Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the&amp;nbsp;Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. ","author_name":"The Model FA","author_url":"http:\/\/themodelfa.libsyn.com\/website","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/36931600\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/189425995"}