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The Truth About the Future of the Financial Advisor



Financial advisors have spent the last decade threatened at every turn - being told that technology is going to replace them and that their fees are going to make their careers obsolete. However, even the most innovative and intuitive technology cannot replace what the financial advisor actually manages for clients – human emotion.

Every client that comes to an advisor’s office comes with emotional baggage that influences their financial decisions. Emotions like fear, shame, guilt, and envy can’t be mitigated by technology or managed by free trading software.

Season 3 of Accelerating Your Business will focus on Advisor Technology. Please join is on November 18th as Matt Reiner explores the Truth About the Future of the Financial Advisor.

This episode has been accepted for one (1) hour of continuing education by CFP Board.


In-person option has been cancelled. Only the virtual option will be offered.

 


Thursday, November 18, 2021
11:00 AM - 12:00 PM Eastern Time

Location

Zoom Virtual Meeting Platform
   
 




Agenda

 


Matthew R. Reiner, CFA, CFP®
Founder and CEO
Benjamin

Nov 18 2021 11:00AM


The Truth About the Future of the Financial Advisor


In this session, Matt Reiner – managing partner of 2 successful RIAs and Co-Founder of fintech firm Benjamin - will offer a top-down look at how financial leaders can better value and empower advisors to face the future. Reiner will also look at the emotions of the clients themselves, offering actionable steps that advisors in every stage of their careers can take to create successful, lasting client relationships. Finally, Reiner will conclude this session with an eye toward the future, explaining how developing technologies can allow financial advisors the time and space to be more human than ever before.

Advisors will learn: 1) how to identify clients’ emotional biases that impair their ability to achieve their financial goals; 2) strategies for overcoming biases based on behavioral finance; 3) the key elements of long-term, successful client relationships; 4) which technology trends will drive cost savings for advisors and better outcomes for clients.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®
Nov 18, 2021 The Truth About the Future of the Financial Advisor Matthew R. Reiner, CFA, CFP® 11:00 A 1.00




Event ID  430