Surge meetings will maintain important ongoing contact with your clients while better managing your time.

The one speed bump advisors keep tripping over is that, well, people are funny about their money.

What do you tell clients who suddenly find themselves receiving a large financial windfall?

You will wear a therapist hat on top of your wealth manager cap.

We are a service industry. Before we try to sell clients anything, we need to stop and consider what they want.

As a financial planner, it’s your job to help the client understand why certain investment steps are in their best interest when their intuition may be telling them otherwise.

Given that someone else’s money is on the line, the potential for emotions to get supercharged, super-fast is very real.

The four emotions that I encounter in client interactions are fear, guilt, shame and envy. By anticipating and learning how to address them, we can tailor solutions to each client.

Financial advisors have spent the last decade threatened at every turn - being told that technology is going to replace them and that their fees are going to make their careers obsolete. However, even the most innovative and intuitive technology cannot replace what the financial advisor actually manages for clients – human emotion. In this session, Matt Reiner – managing partner of 2 successful RIAs and Co-Founder of fintech firm Benjamin - will offer a top-down look at how financial leaders can better value and empower advisors to face the future.

Matt Reiner speaks to the the technology gap in the advisory profession. Financial firms are not growing and not adapting as quickly as businesses in other industries. Slow to employ new technologies, look at client segmentation, and consider new outlets for client growth, the financial industry seems stuck in a bygone era.

The past 12 months allowed us an opportunity to innovate our ability to establish, cement and build trust with our clients.

You cannot assume the Gen Xers and Millennials who’re receiving that wealth will automatically turn to you for help managing it.

Duke basketball fans have a widespread – and sometimes deserved – reputation for being arrogant, smug and generally annoying. But I have to give the “Dukies” credit for helping to prove that computers and algorithms will never replace human financial advisors.

Yes, I still send emails. But in the interest of building connections and enhancing the client experience, I prefer to make quick phone calls when possible.

The pandemic is financially stressful, but it also demonstrates the value of technology that lets me communicate quickly to my client base.