Matt Reiner - Becoming the Advisor of the Future

Standard Deviations with Dr. Daniel Crosby

Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

9M ago 46:57

MP3•एपिसोड होम

Tune in to hear:

- Matt interviewed hundreds of advisors and leaders in their space to gather how they envisioned the future of financial advice. What themes or common threads started to emerge in these interviews?

- How, specifically, might things become "more human" moving forward in the financial services industry?

- Why does Matt believe that advisors should never lower their fees?

- Matt published a video 3 years ago about how advisors should approach AI. What did he say then and how might he shift his advice now, if at all, considering the current landscape of AI?

- Why is transparency so important for advisors and what does this often look like?

- Why does Matt see a need for innovation labs and what might these look like? What have the failures of the past taught him about how to do this in the right way?

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