People are Becoming the Key Differentiator

September 26, 2024 00:28:30
People are Becoming the Key Differentiator
Advisor Advocates Podcast
People are Becoming the Key Differentiator

Sep 26 2024 | 00:28:30

/

Show Notes

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.

Garrett’s Calendar Link

Other Episodes

Episode

May 30, 2025 00:34:43
Episode Cover

Edge FA - The Growth Formula

Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each...

Listen

Episode

May 10, 2024 00:25:47
Episode Cover

Sophisticated Simplicity: Edge Financial Advisors

Learn from Founder Ed Meek and Partner Advisor James Alexander how Edge Financial Advisors brings together a team of like-minded Advisors to deliver the...

Listen

Episode

July 19, 2024 00:26:43
Episode Cover

M&A Valuations and Deal Terms

How much is an Advisory practice worth? This is a loaded question that always gets the starting answer of: it depends. On this episode,...

Listen