As the top of Orion’s know-how enterprise and the founding father of each Black Diamond and Summit Wealth Methods, Reed Colley is aware of a factor or two about driving innovation within the wealth administration trade.
He additionally is aware of lots in regards to the pressures dealing with monetary advisors and their service supplier companions in a fast-evolving trade, one during which extremely responsive and scalable know-how options are rising extra essential by the day.
On this episode of the Ask the Retirement Skilled podcast sequence, Colley sits down with ThinkAdvisor Senior Reporter John Manganaro to speak about all issues advisor tech, together with the significance of sustaining an entrepreneurial and collaborative mindset. Additionally paramount to advisor success, Colley says, is the upkeep of deep consumer relationships — one thing that may be supported however by no means changed by know-how.
Through the dialogue, Colley and Manganaro additionally focus on:
– The present and future function of AI in monetary planning.
– The monetary and behavioral sides of retirement.
– Constructing linked and succesful management groups and extra.
To hearken to extra podcasts throughout the Ask the Retirement Skilled sequence, click on right here.
