What does it take for Financial Advisors to thrive?
In this episode of The Disruption Blueprint Podcast, Shannon Spotswood delves into the world of financial services with Rohit Mahna, Head of Client Growth at Fidelity Institutional Wealth Management Services. They discuss the critical elements of disruption, innovation, and forward-thinking strategies necessary for navigating the complexities of the advisory landscape.
Join Shannon and Rohit as they explore:
(00:01:56) The surprising continuity of financial services discussions
(00:04:15) The accelerating pace of industry change and its implications
(00:09:18) Perspectives on improving client engagement and experience
(00:15:05) Transformation frameworks for future-proofing financial advisory businesses
(00:19:08) Leveraging technology and AI to scale up services while maintaining high-touch experiences
(00:30:43) The importance of cultivating talent and leadership
(00:36:59) Lessons learned from past failures and the essence of rapid adaptation
Tune in and discover insights that can empower you to adapt and thrive in an ever-changing financial world!
Connect with Shannon Spotswood:
RFG Advisory
LinkedIn: Shannon Spotswood
Email: sspotswood@rfgadvisory.com