What can advisors learn from the former CEO of TurboTax, PayPal, and Personal Capital?

For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings unique and extensive insights into how technology is changing our interactions with money and what advisors, and their clients, should be thinking about. Bill provides invaluable insight into how technology can revolutionize the financial advisory industry. A key takeaway is that financial advisors should leverage technology to facilitate a greater human connection with their clients. Bill also unveils his new book, which simplifies tax strategy for investors. Join us for this one of a kind conversation!

In this episode Bill, Adam and Derek chat about:

• How the industry is stuck in the past using outdated technology
• The entire business model can be revolutionized
• Replacing manual intervention with technology
• How Advisors should be doing the things a client isn’t forced to do
• Advocating for tech within your firm and actually using it
• Changing the pace of your practice with technology
• A greater digital/virtual experience
• Bill’s new book, Investment Tax Guide

Resources:

• Follow Bill Harris on LinkedIn
• 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

Connect With Derek Notman:

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.