At Future Proof Citywide Miami, Dan Bolton joined Alex Sullivan to discuss how technology, AI, and estate planning are reshaping the modern advisory industry.

As Head of Marketing at Wealth.com, Dan shares how the platform helps advisors deliver estate planning and tax planning solutions through fully branded, white-labelled technology designed to strengthen client relationships and improve operational efficiency.

The conversation explores how advisors can streamline traditionally outsourced services, the growing importance of trusted brand experiences, and how AI is increasingly being embedded into advisor workflows and wealth management platforms.

Dan also discusses Wealth.com’s focus on education, thought leadership, and providing advisors with resources that help elevate their expertise and client offering.