As the pinnacle of Orion’s know-how enterprise and the founding father of each Black Diamond and Summit Wealth Techniques, Reed Colley is aware of a factor or two about driving innovation within the wealth administration trade.
He additionally is aware of lots in regards to the pressures going through monetary advisors and their service supplier companions in a fast-evolving trade, one by which extremely responsive and scalable know-how options are rising extra necessary by the day.
On this episode of the Ask the Retirement Knowledgeable podcast sequence, Colley sits down with ThinkAdvisor Senior Reporter John Manganaro to speak about all issues advisor tech, together with the significance of sustaining an entrepreneurial and collaborative mindset. Additionally paramount to advisor success, Colley says, is the upkeep of deep consumer relationships — one thing that may be supported however by no means changed by know-how.
In the course of the dialogue, Colley and Manganaro additionally talk about:
– The present and future function of AI in monetary planning.
– The monetary and behavioral sides of retirement.
– Constructing linked and succesful management groups and extra.
To take heed to extra podcasts inside the Ask the Retirement Knowledgeable sequence, click on here.
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