About This Episode

Technology continues to play an important role in transforming the advice profession. From streamlining administrative tasks to creating personalized experiences for clients at scale, technology provides advisors with meaningful ways to prioritize their time so they can focus on valuable relationship-based services like behavioral coaching and building trust among clients.

My guest and I will discuss the latest technology trends for advisors, the importance of developing and introducing technology skillsets, the rise of GenAI and other emerging technologies, and more, in this episode.

About Our Guest

Lauren Wilkinson is a principal at Vanguard and chief information officer for the firm’s Financial Advisor Services (FAS) division.

She and her teams provide technology strategies to help enable Vanguard’s domestic FAS business, which serves advisors and investors. Prior to Vanguard, Lauren spent 15 years at Charles Schwab where she served as head of advisor digital channels, and before that, held positions at an education software start-up, a video game company, and an oceanography lab. Lauren earned her bachelor’s degree in marine biology from Brown University, and her love for technology led her to University of California Berkeley where she earned her master’s in information management and systems.

Show Notes

Here are some links to learn more about Lauren and Vanguard:

• Putting a value on your value: Quantifying Advisor's Alpha
• Emerging technologies and their impact on your practice

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.