The Future Advisor And Expected Shifts & Changes For Asset Managers | Off/Script
What does the financial advisory firm of the future look like in 10 years? Things we expect: 1. Technology will play a more integral role 2. Advisors who adapt the use of technology and tools will excel 3. Client experiences will continue to evolve 4. Emotional intelligence will play a critical role in client interactions What would you add to the list? About Off/Script: Matt Reiner, Co-Founder of Benjamin and Josh Bennett, CEO of Vincere Wealth discuss a wide range of topics that impact financial advisors and the wealth management industry in this limited video series. Watch Off/Script to hear more about the impact that technology, artificial intelligence, and disruption is having on the future of wealth management. More from this series: Evolving Industry Impact On Independent Advisors: • The Future Of Wealth Management And Evolvi... Opportunities To Grow & Scale: • Opportunities To Grow & Scale Your Busines... The State Of Innovation For Wealth Management Firms - • The State Of Innovation And Technological ... ========================================================== Get tips and tools on how to grow a successful, technology-focused Financial Planning firm. DOWNLOAD YOUR FREE COPY OF THE FUTURE ADVISOR: https://bit.ly/33fa9Rg Want more news on how Matt bridges the gap between finance & technology, find more on the blog. http://www.mattreiner.com/ You can follow Matt on: Twitter: https://bit.ly/3igIq73 LinkedIn: https://bit.ly/36flK4M Matt Reiner's New Book - Ready to be Rich https://amzn.to/2sxN0GK Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.

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