Me neither. Today’s coolest tablets won’t either if they don’t enrich the advisor-client relationship. Many firms have pursued technology for its own sake, and some firms still have deeply engaged, profitable clients despite a shocking lack of sophistication. The real magic happens when technology enhances and enables the advisor-client conversation to uncover unmet and unstated needs […]
Blog
The Intersection
The Intersection Welcome to my blog! I’m here to explore the intersection of innovation, strategy and leadership to improve financial services. Innovation I’ve been a fan and early adopter of technology for as long as I can remember, but technology is just a tool. I can barely a wire light switch and I have […]