Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
All content for The Bucket Plan® On-Demand Series is the property of C2P and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
The Future of Wealth Management Part 2: Personal, Efficient Operations
The Bucket Plan® On-Demand Series
20 minutes 41 seconds
4 months ago
The Future of Wealth Management Part 2: Personal, Efficient Operations
Technology continues to reshape client expectations in wealth management, with consumers comparing advisory firms to companies like Amazon and Coinbase rather than just other financial institutions. Advisors are now challenged with finding a balance between operational efficiency and personal connection. Join host Dave Alison as he continues his conversation on the future of wealth management with Jamie Hopkins, CEO of Bryn Mawr Capital Management and WSFS Bank. Transform your client service experience by learning which processes to automate for maximum impact, how to eliminate client communication black holes during volatile markets, and why AI might actually drive more in-person meetings in the future.Resources:* Estate planning platform: Wealth.com (https://wealth.com/)* FinTech platform referenced: Altruist (https://altruist.com/)
The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
