Relevant and Ready: Building Capacity for the Future of Financial Advice
Much ink has been spilled and conference minutes spent promising the incredible power (and threat) of digital to transform what advisors do every day. For large enterprise financial firms with deep pockets, this has been a license to staff up with consultants and high-priced technology. Sometimes this rapid digitization has produced significant increases in capability and client service, and--honestly--sometimes it hasn't. In this session, Trevor Chuna, Chief Technology Officer for Sequoia Financial Group, and Nick Richtsmeier, founder of CultureCraft and former COO of one of the fastest growing RIAs in the country, will guide you through the proven steps to building innovation capacity within your firm: how to know where to begin and how to do the culture-building work that makes your digital investments actually translate into client benefits. Beyond the theory of the digital revolution is the reality of firms like yours taking the journey, a journey which Nick and Trevor set the trail markers for based on their real-world experience.