Ep 51: Financial Industry Trends with Arron Price, Chief Operating Officer at FIG
Episode description
What should small businesses be on the lookout for this year? How can we optimize our operations to have productive workflows and outcomes? We are excited to speak with our recurring guest, Arron Price the Chief Operating Officer at FIG on today’s episode. We’ll discuss emerging trends and efficiencies inside of FIG that you need to be aware of.
A lot of trends are being driven by technology and it’s important to stay informed as an industry, whether you are an advisor or a client. There are so many pieces to being a financial professional and it’s Arron’s goal to help consolidate and streamline financial services. By doing so he hopes to see efficient and automated workflows expand in 2022 and beyond. Join us today as we explore Arron’s mission at FIG and how FIG is working to revolutionize the financial industry.
Key Points:
1:35 – Introducing Arron Price
2:50 – Discussing trends
4:34 – The client perspective
6:03 – Consolidating the many pieces
9:23 – Building the momentum
12:11 – Resource investment
13:46 – Technology and efficiency
17:43 – Speed at which we can do things
19:03 – The advisor and client experience
21:01 – The complexities of products
21:56 – Making progress with technology
26:55 – Upcoming symposium in February
29:27 – More trends coming in 2022
More About Our Guest: