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 M...
Opportunities To Grow & Scale: • Opportunities To Grow ...
The State Of Innovation For Wealth Management Firms - • The State Of Innovatio...
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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.