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The Resilient Advisor

This podcast is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: Page 1
Oct 1, 2018

On this episode of The Resilient Advisor Podcast, I am joined by Ed O'Brien who is the CEO of eMoney Advisor. He shares his thoughts on what The Future of the Financial Advisor looks like. His firm is releasing a report on the "Flux-Gen Advisor" in the 4th quarter that you will want to get your hands on when it is released. 

Issues we discuss:
  • How could Artificial Intelligence play into the advisor-client relationship?

  • Trends in the planning-focused community as it relates to preparing for volatility and the next bear market?

  • What the role of the financial advisor looks like in 2028.

  • The integration of eMoney with portfolio management systems such as Black Diamond and Orion.   

  • potential consolidation coming in fintech and what would that look like for the advisor and client?  

  • What he would you say to clients who may still feel as though a pure investment advisory relationship is sufficient for their family.

 

Follow eMoney Advisor on Twitter: https://twitter.com/eMoneyAdvisor

eMoney Conference Information: https://info.emoneyadvisor.com/summit-2018

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