Last week, I was a podcast guest on Becoming Referable, where I chatted with Steve Wershing & Julie Littlechild about how a better client experiences leads to happier clients, more referrals, and a more efficient business for advisors. Follow the link below to listen to our conversation:
While the rest of the world offers free software like YouTube, Adobe, Evernote, Spotify, etc., financial services has resisted. I recently joined The Sara Grillo Podcast to discuss how this model may just be the future of financial advisor software. You can follow the link below to listen to our conversation:
The old saying “you get what you pay for” isn’t always true, especially when it comes to technology applications for the financial services industry. Independent financial advisors shouldn’t automatically dismiss free software as inferior to paid solutions.
Brandon Geisler, Portfolio Manager with Marsico Funds, recently visited the Oranj office here in Chicago to discuss his perspective on the technology sector. Hear from Brandon & David Lyon, Oranj CEO, as they cover trends within the technology space to keep an eye on, what advisors should be looking out for, and what the market may have in store for us in the future.
One of the most powerful advantages financial advisors has over robo advisory platforms is also the most obvious—being human. “The human touch” is more than just an expression in today’s wealth management industry, especially during periods of severe market volatility, like what we witnessed in early February.
Just as independent financial advisors need to provide clients with the personalized experience they want in order to keep their business, advisors have to engage with prospects on the latter’s terms in order to convert them to clients.