Episode #42 – Resource Review – Strad (Virtual Family Office Platform)
If you’re an advisor who wants to deliver a true virtual family office experience to your clients, this is a resource you’ll want to see.
In this episode of the 401k Best Practices (Ask the Experts) podcast, I sit down with Russell Dow for an inside look at Strad, a virtual family office platform designed to help advisors bring family office-level organization, coordination, and clarity to mass affluent and high-net-worth clients.
Strad was built by advisors for advisors and is designed to centralize everything that touches a client’s financial life – assets, documents, tasks, planning, professional relationships, and even multigenerational family dynamics – in one secure, highly visual platform.
During our conversation, Russ walks through how Strad works, how advisors are using it to differentiate their practices, and why the concept of a virtual family office is becoming increasingly important as client expectations evolve. We also discuss how Strad fits alongside existing tech stacks, how advisors use it with prospects and clients, and why this approach creates deeper engagement and stronger long-term relationships.
If you’re seeing more clients asking for coordination, organization, and a higher level of service – or you’re looking for a way to stand out in a crowded advisory landscape – this resource review will give you a clear look at what’s possible.
Mentioned in this episode:
- Strad Pro Virtual Family Office Platform – learn more and start a free trial at strad.com
- Watch the YouTube version of this episode here to see the platform walkthrough and demo in action