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Natalie Taylor - Client-Centric Financial Advice: Navigating the Future of Wealth Management
Description
Tune in to hear:
- How does technology shape the way we act? Sometimes we don’t even know the water that we are swimming in with regards to technology - how can this induce us to make good or poor decisions?
- Is there a way that tech can facilitate some of the soft skills of client interaction (e.g. care, empathy and connection)?
- What role should self-care, self-work and introspection play in advisors being better behavioral coaches for their clients?
- When Natalie had realizations about personal shifts she needed to make to better serve her clients, what was the catalyst that spurred her personal growth?
- How can we as an industry help convey the fact that the soft skills and behavioral elements of a financial practice are critically important to its success?
- In Natalie’s experience, what does good goals-based planning look like?
- How can we make the advice we give our clients stickier?
https://www.linkedin.com/in/natalie-taylor-cfp%C2%AE-bfa%E2%84%A2-0822a7a
https://www.natalieanntaylor.com/
Compliance Code: 0729-OAS-4/28/2022