John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled by InvestmentNews at the 2025 Schwab IMPACT Conference in Denver, where they discuss the important steps and strategies to take when developing your tech stack when launching a new RIA. O’Connell offers perspective on the complicated process of vendor selection and the importance of ascertaining the true nature of services the vendor offers before integrating them into your tech stack.
