Rethink. Financial Advice Client Engagement Is the New Alpha Featuring Craig Martin
Nov 29, 2023
37:48
What’s the best way to add alpha to your practice?
Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig Martin, Executive Managing Director, Global Head of Wealth & Lending Intelligence for the J.D. Power wealth management division to gain some very valuable insights into what he and his team are learning from their research driven data.
In this episode Craig, Adam and Derek chat about:
- Evolving Financial Advice and Client Experience
- Financial Advisors' Value Demonstration Challenges
- Technology's Role in Financial Advice Evolution
- Digital Advice Preferred, Human Advice Still Needed
- Technology's Impact on Financial Services Client Interactions
- Enhancing Client Interactions: Tech and Communication Strategies
- Data-Driven Client Engagement Strategies
- And actionable steps you can implement today!
Resources:
- Connect with Craig Martin on LinkedIn
- Check out the J.D. Power Wealth Intelligence website and data
- Check out some interesting data from the AdviceTechLive/J.D. Power Advice 3.0 Presentation
- 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:
- Schedule a Call with Derek
- Schedule a Couplr Demo
- Couplr AI
- LinkedIn: Derek Notman
- LinkedIn: Couplr
- Twitter: Derek Notman
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