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Why The Financial Advisor Is Never Going Away
Episode 4211th March 2021 • Bridging The Gap • Bridging The Gap
00:00:00 00:33:41

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Despite all of the innovation, new technologies, and disruption that is happening within the wealth management space - the HUMAN advisor is never going away. From everything from psychological and behavioral challenges to client perception and how we shape their ideas behind the value we bring them, this will not change. In this episode of Bridging The Gap, Matt dives into a few studies around human behavior and how this adds to the case that advisors need technology but should see it as a compliment and not a threat.