As an advisor, your clients don’t necessarily care about what CRM tool or planning software you use. They care about HOW you use that technology to engage them and help live their best life. In other words, it is time to shift your focus from product-centric to client-centric! In this episode, Shannon Rosic, Director of …
Technology innovations continue to shake up the wealth management industry. More than ever, advisors need to be aware of the solutions and tools available, and how they’re ultimately impacting the financial planning space. In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, is joined by Davis Janowski, Senior Technology Editor at WealthManagement.com. Shannon …
As more individuals enter and approach retirement, the role of a financial advisor is changing rapidly. An increasing number of clients need their advisors to act as “personal risk managers” and focus on downside protection and stability, vs. growth and outperformance. To learn more about this evolution, Mark Bruno, Managing Director of Wealth Management at …
Cryptocurrency is a hot topic with many investors – yet, financial advisors are still in the early stages of learning and navigating the evolving world of crypto and digital assets. Mark Bruno, Managing Director of Wealth Management at Informa, is joined on the WealthStack Podcast by Ben Cruikshank, Head of Flourish, in discussing the growing …
Are investors outpacing advisors in their understanding of crypto and digital assets? 16% of advisors say they recommend bitcoin and other digital assets, yet 24% of American adults own crypto. It’s important for financial advisors to overcome this gap as the number of digital assets in the market continues to grow and the asset class …
Innovation and adoption of technology are rapidly redefining the way financial advisors work with clients – and are revolutionizing the wealth management industry. One of the most experienced and knowledgeable voices in the wealth management and WealthTech industries — Lori Hardwick, CEO of Red Rock Strategic Partner — stopped by the WealthStack podcast to highlight …
As technology for the wealth management industry evolves, financial advisors will have more options than ever before to enhance the services – and value – they deliver to clients. Understanding and navigating the readily changing WealthTech landscape can be a challenge for many, however. In this episode of the WealthStack podcast, Carina Diamond, the Chief …
Financial advisors often have an impact on the lives of their clients that extends well beyond investment performance. An ability to help clients navigate complex life and financial decisions – which are frequently intertwined – is at the core of any successful advisor’s long-term relationships. But how can you ensure that clients understand the true …
Sponsored by: Nationwide While most consumers rely on mobile apps for the majority of their daily purchases and purchases, financial services apps are largely utility functions that occupy a limited portion of investors’ routines and mindshares. Enter Embedded Finance, the next “big disruption” for financial services and wealth management. In this episode of the WealthStack …
When the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them embraced technology like never before and now, roughly 18 months later, the business of advice has experienced it’s most significant period of change ever. Where does the advice industry go from here? In …