The ‘Amazonification’ of the client experience
Episode description
Financial advice has come a long way over the years, more so after technology during the pandemic has evolved the way we all live.
The ability to have everything at the click of a button means clients expectations from financial advisers and firms will be fast moving.
Speaking to FTAdviser on this podcast, two experts discuss the ‘Amazonification’ of the client experience and where we are at in the industry.
Russell Andrews, global head of advice solutions for SEI's Asset Management distribution team and Heather Hopkins, managing director and founder of NextWealth, explain the role of technology when it comes to the changing demographics of clients in the advice market.
The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.
Hosted on Acast. See acast.com/privacy for more information.