Your hosts Trent Berry and Sarah Johnson from SS&C Advent are joined by an incredible guest Matt McGowan, Director of Channel Alliances, Riskalyze to discuss the transition from G1 to G2 advisors and how technology will play a huge role in their sales strategy. In this episode, they discuss transition, selling strategies, adopting new technologies, and how the new client demographic affects all.
With so many “self-serve” platforms and quick Google searches, anyone can manage their own portfolio, right? Listen now to hear what Matt McGowan thinks on what actions G2 Advisors need to take to not only sell their services but maintain clients in this tech-savvy millennial world of trading.
Tech It Up