As technology continues to advance and evolve, computers are able to perform objective processes more cost effectively than humans in a variety of ways. But the extension of this puts a premium on the human element of the Advisor/Client relationship. While many Advisors may struggle to keep up with computers, those with a true empathy and compassion for their clients may be able to not only survive a battle with the robots but be able to thrive thanks to reduced competition.
If Advisor Advocates can help you explore the best ways to position your practice for the next phase of your business, feel free to give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com if you’d like to chat about any questions you may have.
Veteran industry consultant Scott Steele joins Garrett to discuss the options facing Advisors once they make a decision to go independent. What are some...
In this episode of Advisor Advocates, Garrett Layell and James Costabile of ICG Next are joined by Deb Pica, ICG’s Client Concierge, to discuss...
Financial Advisors are entrepreneurial by nature. Many begin their careers as Advisors under someone else’s flag, enjoying the unlimited opportunities the industry offers, before...
