As the world’s perspective changes, so do the needs of your clients. Are you adapting to push forward and rise above within the industry?
In this episode, Matt Halloran talks to Dana Wilson, Founder and CEO of CHIP, and Zach Conway, Founder and CEO of Seeds. They discuss the evolution of financial services through a human perspective, focusing on how a change in clients’ needs and expectations requires companies to adapt their services and create flexible technology.
Dana and Zach discuss:
- How they’re working to attract young advisors with unique experiences to work with clients
- How they’re developing flexible technology for unique client financial situations
- Why creating an environment of change within organizations increases success in financial planning and investments
- Increasing representation in technology to move beyond traditional financial planning and increase success for the next generation
Related: Dying Kindness: Help Clients Be Kinder to Those They’ll Leave Behind with Cianna Stewart