Get ready for an enlightening conversation as we welcome Rory Henry, director at Arrowroot Family Office and co-host of the Wealth Management forward podcast. This episode takes a deep dive into Rory's journey from constructing tax technology to creating a program aimed at equipping CPAs and financial advisors with the tools to dispense holistic advice. He shares his insights on the importance of face-to-face interactions for comprehending client's intrinsic value and his excitement when he discovered the potential of estate planning technology.

In this episode of Advice Architects, we dive deep with Jason Pereira, as he paints a picture of the future of financial planning without mentioning artificial intelligence (AI). What does financial planning really mean? To Jason, it's much more than dollars and cents—it's about the intersection of life aspirations, comprehensive understanding, and the art of human connection. While technology has its merits, the true value of a financial planner goes beyond algorithms. From being life coaches to navigating the emotional terrains often overlooked by software, join us as Jason shares his vision of an industry where the balance between tech and touch defines success. If you've ever wondered about the human side of financial strategy, this episode is for you.

In this episode of Advice Architects, host Day Wachell leads an engaging discussion with Scott Reddel, Managing Director at Accenture and a leader in the wealthtech ecosystem. With over two decades of experience, Scott delves deep into the transformative shifts in wealth management, emphasizing the evolving client needs and the role of technology in shaping the future of financial advice. As clients increasingly seek access, education, and trust, the challenge for advisors is to consistently meet these demands while balancing intelligence (IQ) and emotional intelligence (EQ). The conversation also touches upon the expanding definition of "advice", emphasizing its holistic nature that goes beyond mere financial planning. With the industry at a crucial inflection point, this conversation underscores the need for adaptability and innovation in the face of changing client expectations and technological advancements.

In this episode of the Advice Architects podcast, we are joined by Cara Dailey, formerly Chief Data Officer at LPL Financial and Bank of the West. Cara has extensive experience leading data-driven initiatives in the financial services industry. In this e[isode, she shares her insights about balancing risk mitigation, compliance, and privacy while maintaining a firm’s objectives for business growth and operational efficiency.

Client engagement is crucial in the financial advisory process – it’s precisely what differentiates the financial advisory relationship from automated, robo-advisor services that are increasingly available in the marketplace. When clients actively participate in and own their financial planning process and data, advisors get more insight and can deliver a more meaningful and engaging experience. Only by doing so can advisors establish a unique value proposition and maintain a client-centric approach that surpasses the capabilities of fully automated platforms. Listen to the full conversation between Asset-Map’s Adam Holt and Responsive AI’s Day Wachell.

In this episode, we talk with Deloitte’s Kendra Thompson, a veteran of the wealthtech space, who discusses data-driven insights that can help advisory businesses with performance management, client acquisition, sales, and retention, and even the advice provided to clients. These insights provide not only a powerful evidence-based tool for understanding what is working and what isn’t, but can also be used to anchor spending, coaching, and incentivizing the actions that actually change outcomes in the field.

There are few people that can match fintech futurist Chris Gledhill’s broad knowledge and deep understanding of the financial services space. And wealth, in his view, is the starting point of any conversation about the future of banking because, after all, that is the purpose of banking – to help us accumulate and manage wealth. Like any conversation with Chris, this one ranges from conceptual to practical – and everything in between. Join us as we discuss the diversification of wealth and the redefinition of capital, as well as how to bridge the growing advice gap.

Personalization is one of the most important trends in wealth advisory today. Clients increasingly expect their services to be personalized, customized and tailored to their unique needs because so many of the other technology driven services they consume are already doing this. Segmenting clients by age, gender or virtually any other demographic category and then assuming every individual in those groups wants to receive the same type of communication, at the same frequency, on the same channel, no longer cuts it. In this episode, we talk with influential marketer, April Rudin, about the personalization of wealth advisory services and how advice providers can and should be communicating with their clients.