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Episode 22: Revolutionizing Client Onboarding with Brandon Chapman
Manage episode 424233222 series 3511449
İçerik Sam Sivarajan tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Sam Sivarajan veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Episode Summary:
Join host Sam Sivarajan in this episode of The Future-Ready Advisor as he engages with Brandon Chapman, founder of Advisor Flow. Brandon delves into how his platform is reshaping client onboarding and the overall advisory experience with innovative digital solutions.
Key Quote:
“Technology doesn't fix a broken business; it just accelerates the success of a well-run one.” – Brandon Chapman [22:12]
Topics Discussed in This Episode:
- Revamping Client Onboarding [1:50]
- Personalization Meets Automation [6:09]
- Challenges of Technology Adoption in Finance [11:36]
- Impact of Regulatory Changes on Advisory Practices [22:43]
- Future Trends in Financial Advisory [24:06]
- Integrating AI in Financial Services [24:41]
Episode Transcript:
Access the full transcript for the whole conversation on the changing onboarding landscape.
Resources Mentioned in This Episode:
- Advisor Flow, a platform for streamlining client management [2:46]
- Subscribe to the Podcast: Don’t miss an episode of The Future-Ready Advisor, subscribe on your favorite podcast platform.
- Follow Sam on Social Media: Join the discussions on LinkedIn to get more insights and updates.
- Check out the website: Visit www.samsivarajan.com for more resources and episodes.
Tune in to understand how technology is becoming a cornerstone in the evolution of financial advising.
24 bölüm
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