The Tech-Human Balancing Act
In this episode, titled “The Tech-Human Balancing Act” we will discuss the relative role of technology in the development of client relationships and trust. We will also cover subjects such as exceeding client expectations, data mining to identify the “next best action,” enhancing the financial professional’s value proposition, and the future of technology in our channel.
Scott Stathis and Bob Mittel
- Eugene Elias, Chief Operating Officer at Atria Wealth Solutions
- Brian Bichler, Head of Technology Platform Experience, Managing Director at Atria Wealth Solutions
- Ryan Tingey, Program Development Manager at CUSO Financial Services
- Brandon Handy, Advisor Development Manager at CUSO Financial Services
Band: A Rusty Something (Nick Simpson)