In this episode, titled “The Tech-Human Balancing Act” we will discuss the relative role of technology in the development of client relationships and trust. We will also cover subjects such as exceeding client expectations, data mining to identify the “next best action”, enhancing the advisor’s value proposition, and the future of technology in our channel.
Scott Stathis and Bob Mittel
Eugene Elias, Chief Operating Officer at Atria Wealth Solutions
Brian Bichler, Head of Technology Platform Experience, Managing Director at Atria Wealth Solutions
Ryan Tingey, Program Development Manager at CUSO Financial Services
Brandon Handy, Advisor Development Manager at CUSO Financial Services