The future of the wealth management industry lies in the ability to combine technology with the human touch. AI and data analytics provide better insights, but human connection will always be essential.
In this episode of Connected, we talk with Shannon Rosic, Director of WealthStack Content and Solutions for Informa. A pony savant and fintech ambassador, Shannon shares her six rules for building connections.
We then dive into big themes in the wealth management industry. Shannon emphasizes the need for personalization and the shift in the role of advisors from focusing on retirement to helping clients navigate the decumulation phase and the importance of data and AI in the industry. She encourages advisors to think outside the box and find ways to stand out.
Finally, Shannon discusses her involvement with the Leukemia and Lymphoma Society. She shares the connection she has to the cause and the challenges and rewards of fundraising.
Join us as we discuss: