10 takeaways from IN’s Fintech Virtual Summit
“There are two questions to think about in the role tech can play in the adviser-client experience. First, how will your adviser tech help advisers stage experiences more collaboratively for better advisor-client conversations? This is the part where technology actually formulates the experience. Next, how will your adviser tech help advisors ‘suit up’ and become bionic themselves?” — Michael Kitces, Head of Planning Strategy, Buckingham Wealth Partners