FPA Connect: Building Trust in a Remote World: Technology’s Role in the Counselor-Client Relationship

COVID-19 transformed our traditional face-to-face relationship model overnight. Clients that were hesitant to meet virtually, have learned that a zoom session and live webinar is not as bad as they expected, and prospects recognized they no longer need to shake hands before becoming clients. Some would say that the advancements in Blockchain, Machine Learning and the Digital Client Experience needed a perfect storm to achieve mass adoption. 2020 may have offered such a critical test. The financial technology industry was prepared to meet the challenge. The future of the advisor-client relationship will be grounded in the digital client experience. Advisors that strategically build their tech-stack will win the day.

Presenter: Greg Sloan, CFP ®, CEPA