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Hosted by RIA WorkSpace · 🇺🇸 US · EN · 20 episodes
Established thought leaders with verified media credentials.
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 ever-changing world of RIA technology.
RIA WorkSpace hosts The RIA Tech Talk Podcast, a business show with 20 episodes published.
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 fr
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 gr
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
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
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 us
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 predomi
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 goo
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
This episode of the RIA Tech Talk Podcast take a closer look at the confusion and best practices around Bring Your Own Device (BYOD) and what works best for RIA firms. In this episode, we cover: Smart phones and handheld
In this episode of the RIA Tech Talk Podcast, we answer some of the questions we get from RIAs about the need for onsite IT support. The answers we give are for RIAs with between 5 and 25 employees. These are the firms w
In this episode of the RIA Tech Talk Podcast, David talks about onsite servers and even though many RIAs still have them, they’re unnecessary and better solutions are out there. What does your onsite server in your offic
Microsoft's array of subscriptions can be overwhelming and lead to confusion for RIAs. Additionally, many RIAs are not fully utilizing Microsoft's features, instead opting for third-party tools that may not be as effecti
In this episode of RIA Tech Talk, What’s The Best Document Storage Solution For My RIA? There are a lot of options for document storage and an online search will provide lots of reviews and recommendations. However, it’s
In this episode of RIA Tech Talk, David explains the benefits of a single sign on solution (SSO) for RIAs and financial advisors and provides insights on how to choose one that fits your office. Here are the highlights f
Explore the world of RIA technology with insights from the RIA Tech Talk podcast by RIA Workspace. In this episode, Todd Darroca and David Kish discuss the relevance of onsite computer and IT support for RIAs. They delve
In this episode, Todd and David focus on SharePoint and OneDrive, addressing features that are often overlooked by RIAs. Implementing these features can enhance productivity, strengthen security, and save costs by levera
Welcome to the RIA Tech Talk podcast! In this episode, we delve into the tech giants—Microsoft, Google, Amazon, and Apple—and discuss which platform is the best fit for your RIA. We break down the pros and cons, focusing
In this episode of RIA Tech Talk, hosts Todd Darroca and David Kakish unravel the world of virtual desktops, exploring why this once-popular technology is becoming obsolete for RIAs. They delve into the challenges faced
Welcome to RIA Tech Talk with Todd Darroca and David Kakish, President of RIA WorkSpace. In this podcast series, we address the most important IT challenges faced by Registered Investment Advisor (RIA) firms. You need ta
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The RIA Tech Talk Podcast is hosted by RIA WorkSpace. The show is categorised under business (news) and has published 20 episodes.
The RIA Tech Talk Podcast has published 20 episodes.
The RIA Tech Talk Podcast regularly covers business, news. It sits in the business category, with a news focus.
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Episodes of The RIA Tech Talk Podcast average 30 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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