Click to Play

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.

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.

Resources In Today's Episode:

Recommended Podcast

What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]

How advisors can be intentional with prospecting strategies.

See More

Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes

Mastering hiring and onboarding: keys to advisory firm growth and the client experience.

See More

Encore Episode: Client Onboarding – Creating A Solid Foundation

Game-changing client onboarding tips to maximize value.

See More

Contact Us