Seeking Risk: The Fab Rick Show cover image

The Future Focused RIA

Seeking Risk: The Fab Rick Show

00:00

The Future of Wealth Management

I think the thing that we can all agree on is that technology has to continue to transform and provide a service that democratizes not just wealth management, but the investment process itself. So I think we're going to see a lot of advisors take that hybrid approach moving forward. Technology ultimately brings greater efficiency and accuracy, especially when it comes to data analysis. When you combine that with your ability to work on subjective and behavioral tasks, you can offer your clients more value in your services. And that's where we are.

Play episode from 40:34
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app