Rethink. Financial Advice Why Blackrock is investing in Human Advice featuring Liz Koehler
Sep 13, 2023
33:06
Where is the smart money going? What is the world’s largest asset manager investing in? Is Empathy and investable asset class?
With all the talk of companies investing in AI and a variety of asset classes we wanted to see what the biggest asset manager in the world is doing and what we can learn from them. Join us as we speak with Elizabeth Koehler, Managing Director at BlackRock and Head of Advisor Engagement, to learn about what she and her team are doing to support human advice.
In this episode Liz, Adam and Derek chat about:
- The growing importance of human and personalized advice
- The need for the human touch is growing
- Why empathy, active listening, problem solving and expertise in new areas like family dynamics and teaching teams is so important
- Developing people and talent on both a personal and professional level
- What Liz and her team are seeing and learning from working with thousands of top producing advisors across the country
- The need to evolve your approach for the client of tomorrow
- The growing expectations of clients
- And a lot more!
Resources:
- Connect with Elizabeth Koehler on LinkedIn
- Check out the BlackRock Advisor Center
- Follow RethinkFA on LinkedIn
- Listen to RethinkFA on YouTube Podcasts
- Find us on Digital Wealth News
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
Connect With Derek Notman:
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