Matt Reiner - Becoming the Advisor of the Future

Standard Deviations with Dr. Daniel Crosby

Το περιεχόμενο παρέχεται από το Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

7M ago 46:57

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Tune in to hear:

- Matt interviewed hundreds of advisors and leaders in their space to gather how they envisioned the future of financial advice. What themes or common threads started to emerge in these interviews?

- How, specifically, might things become "more human" moving forward in the financial services industry?

- Why does Matt believe that advisors should never lower their fees?

- Matt published a video 3 years ago about how advisors should approach AI. What did he say then and how might he shift his advice now, if at all, considering the current landscape of AI?

- Why is transparency so important for advisors and what does this often look like?

- Why does Matt see a need for innovation labs and what might these look like? What have the failures of the past taught him about how to do this in the right way?

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