29 min
Ep 074: Greg King: Integrating Tech to Assist Advisors in the Client Experience The Evolving Advisor Podcast
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- Investing
In this episode, Jeff and Greg discuss:
The evolution of FactSet and how it is still assisting financial advisors.
Changing technology and AI in the financial advising industry.
Techstack choices, flexibility, and integration.
How to become a best-in-class advisor from a tech perspective.
Key Takeaways:
Ask “Will this product help our clients solve a problem in their daily lives?” If you can answer yes to that question, looking into the product as an investment or service add for your firm could be worth it.
Focus on your client experience and you can’t go wrong.
As your firm grows, you will need different things for your clients and advisors. Looking for tech that will integrate with each other can help you scale more easily and effectively.
Use the client feedback as a guide for how you’re going to evolve your tech stack in the future.
"Focus on the end client, that should give you the answers they need about where you're headed. Concentrate on what they're telling you about how they're using services in the industry, and really use that client feedback as a guide toward how you build your technology stack." — Greg King
Connect with Greg King:
Website: https://insight.factset.com/
LinkedIn: https://www.linkedin.com/in/greg-king-b650b33/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth
Facebook: https://www.facebook.com/stratoswealthpartners
LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/
In this episode, Jeff and Greg discuss:
The evolution of FactSet and how it is still assisting financial advisors.
Changing technology and AI in the financial advising industry.
Techstack choices, flexibility, and integration.
How to become a best-in-class advisor from a tech perspective.
Key Takeaways:
Ask “Will this product help our clients solve a problem in their daily lives?” If you can answer yes to that question, looking into the product as an investment or service add for your firm could be worth it.
Focus on your client experience and you can’t go wrong.
As your firm grows, you will need different things for your clients and advisors. Looking for tech that will integrate with each other can help you scale more easily and effectively.
Use the client feedback as a guide for how you’re going to evolve your tech stack in the future.
"Focus on the end client, that should give you the answers they need about where you're headed. Concentrate on what they're telling you about how they're using services in the industry, and really use that client feedback as a guide toward how you build your technology stack." — Greg King
Connect with Greg King:
Website: https://insight.factset.com/
LinkedIn: https://www.linkedin.com/in/greg-king-b650b33/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth
Facebook: https://www.facebook.com/stratoswealthpartners
LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/
29 min