Joseph Brocato

As the Chief Technology and Innovation Officer for Sovran Advisors, Joe leverages his multidisciplinary expertise in instructional design and project management, narrative storytelling and media, and strategic coaching and team building to drive growth across Sovran's RIA enterprise and affiliated advisory businesses. This work encompasses a thorough and continuous exploration of emergent AI applications and seeks out innovative implementation strategies that upend traditional practice management and business operations, elevating them above the API.

Joe shares his insights and methodologies at workshops and industry-related events on topics ranging from advisory team development to performance techniques, and practice management. As a published writer and developer, my articles on leadership and disruption dynamics, practice management strategies, and time management have received publication in industry journals such as the Journal of Financial Planning and GAMA International Journal.

_{Joseph is a non-registered associate of Cetera Advisor Networks LLC, member FINRA/SIPC.}