Brad Hales

Focused on delivering client-centric digital solutions

My role is to support the RIA community, specifically through our CRM product. I’m solely focused on a client-centric approach allowing advisors to have a competitive advantage. I add value as a consultant -- my job is to add value to an advisor day -- bring a consultative approach to the needs that we hear from conversations with advisors about their pain points.

What brought me here

My journey began as an advisor. The people I work with now, specifically advisors, are a historical version of me. I can identify with that environment and the pain points advisors feel. As my career in the financial services space took some twists and turns, I eventually moved over to the financial technology space. I feel like working in technology is a way for me to give back to that same advisor community. I am able to deliver a best-in-class product so advisors can scale the way they want to scale with less effort.

How I balance life

You can typically find me outside when I'm not working. And when I’m outside, you can typically find me on the water – either dropping a line in the water or at the beach. I just love to be outside. Another thing I like to do is cook, especially outside at the grill. I enjoy entertaining and bringing people together with food and fun.

My favorite quote

“Always begin with the end in mind.” – Dr. Stephen R Covey

What I want to know most in life

I guess it would be nice to see into the future, to know what happens next, but on the other hand, it’s all about the journey, so I wouldn’t really want to know.

Who inspires a sense of adventure in me

My granddad always inspired me. If you want to emulate the best person you can think of on the planet, for me it would be him. No matter what he did or didn’t have, he was extremely generous to others and just wanted to make their day. He was very inspiring.