Recorded by: Adam Holt & Derek Notman
Today’s fintech solutions are improving financial professional productivity by rethinking how they integrate technology available. And yet, advisors are telling us that they’re using legacy tools that are 5, 10 and 20 years old. Consider how this complacency is going to snowball as we move into digital-first consumer expectations.
In this episode, Adam Holt & Derek Notman welcome Aaron Klein into the Rethink tank. Aaron Klein is the CEO and cofounder of Riskalyze, a company that invented the Risk Number®. Aaron has incredible experience solving problems before they are broken. We hear from Aaron on his perspective of the commitment to human advisors and their adoption of tech that really works in their practices.
Aaron discusses:
- The only strategy where human advisors beat robo advisors
- The importance of discussing risk with new and current clients
- The importance of finding the right tech, not all the tech
- The number of important insights that are only one-tech integration away
- And more
Related: The Technology Revolution and Its Inevitable Impact on the Financial Advice Market