There is a whole new emerging wealth out there for the taking, but this group wants a different advisor experience, with the majority wishing for technology to be part of the mix.
Join this technology-focused conversation with host Doug Heikkinen and guest Lucille Mayer, COO of Apex Clearing. In this episode, you will find out whether the traditional advisor is truly an endangered species, what today’s investor expects from the advisor experience, and how Apex Clearing endeavors to take robo-advisors’ best qualities and bring them to the advisor to assist clients like never before.
In this episode, you will learn:
- Why new technology is not just for millennials
- Whether technology can completely replace advisors
- What advisors can do to compete with non-traditional firms
- What resources are available to women coming out of college in the tech world
- And much more
Tune in and be encouraged to take hold of new technology!
Brought to you by: Thompson IM Funds, Inc.