30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations
Simple, but Not Easy
00:00
Navigating the Data Landscape
Nick Cevallos: I think it's true for all of us, frankly, right? That's that our expectations have changed. And what's driving all of that is technology and the increasing capabilities,. The efficiencies it can deliver and the scale at which advisors can deliver that. If the data is not right, these tools will fall down. So getting the data experience as well as the customer experience figured out is also what these advisors are doing are doing right. It would be interesting for advisors to be at least aware of how other behaviors of their clients can impact their financial behavior.
Play episode from 30:54
Transcript
