THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • How technology can help people engage in their finances.
  • Why, by using technology, advisors can free up more of their time.
  • That while technology is brilliant, it can’t replace human empathy.
  • Advisors have the opportunity to utilize the time that they free up by bringing on more clients or spending more time out of the office.
  • That financial planning should be engaging.
Table of Contents

As humans, we aren’t necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today’s episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impact, and how by utilizing technology, not only does it provide more value to your clients, but it frees up more of your time as well.

Ideas Worth Sharing:

‘I'm always keen to explore ways, methods, practical things that I can do in our business to take us to the next level and deliver more value to our clients.’ - Ben Goss Share on X ‘Sometimes we get in our head as advisors That the more time I spend looking at a client situation somehow, the more value I'm delivering.’ - Matthew Jarvis Share on X ‘The human-to-human connection that advisors have is so powerful.’ - Ben Goss Share on X

Resources In Today's Episode:

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