Explore the transformative power of technology in advisory practices with Jason, a practicing advisor and tech expert. Delve into the tools being used to enhance productivity and client service, the impact of AI on the industry, and how to make smart decisions to stay ahead. Learn about key tech innovations from calendar booking systems to advanced financial planning software like Conquest, and discover the importance of understanding and leveraging behavioral finance to create meaningful client relationships.
Watch on YouTube: https://www.youtube.com/watch?v=VSS5eb6IiYE
00:00 Introduction: The Evolution of Business Models and Technology
00:30 Bridging the Worlds of Practice and Advisor Tech
00:44 Top Three Tech Concerns for Advisors
01:28 Productivity Hacks and Technology in Practice
02:56 AI in Financial Planning: Meeting Notation and Beyond
04:13 Conquest: AI-Driven Financial Planning Software
05:12 The Future of AI in Financial Services
05:56 Invest Pal: Smart AI Integration
09:16 The CRM and Meeting Notation Conundrum
14:42 Hazel AI and Altruist: A Case Study
20:05 Building a Minimalist Tech Stack
22:11 The Potential of Vibe Coding in Financial Planning
29:04 Developing Financial Advisory Skills
29:20 The Evolution of Financial Services
30:48 Understanding Client Behavior
33:22 Behavioral Finance and Technology Integration
35:07 Holistic Financial Planning
36:53 Client-Centric Advisory Approach
49:15 Future of Financial Advisory
55:49 Concluding Thoughts
