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.