{"id":7154,"date":"2025-01-20T16:57:50","date_gmt":"2025-01-20T16:57:50","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/how-financial-advisors-can-leverage-technology-to-remove-complexity-from-their-clients-lives\/"},"modified":"2025-01-20T16:57:50","modified_gmt":"2025-01-20T16:57:50","slug":"how-financial-advisors-can-leverage-technology-to-remove-complexity-from-their-clients-lives","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/how-financial-advisors-can-leverage-technology-to-remove-complexity-from-their-clients-lives\/","title":{"rendered":"How Financial Advisors Can Leverage Technology To Remove Complexity From Their Clients Lives"},"content":{"rendered":"\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\"><iframe data-target=\"the-augmented-advisor\/how-financial-advisors-can-leverage-technology-to-remove-complexity-from-their-clients-lives\" src=\"https:\/\/play.pod.co\/the-augmented-advisor\/how-financial-advisors-can-leverage-technology-to-remove-complexity-from-their-clients-lives\" frameborder=\"0\" width=\"100%\" scrolling=\"no\" style=\"overflow:hidden;max-width:750px;height:160px;\"class=\"podcastdotco-player podcastdotco-player--episode\"><\/iframe><script src=\"https:\/\/play.pod.co\/embed\/frame-v1.js\"><\/script><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/BA1fZARRj18?enablejsapi=1\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">In This Episode<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.linkedin.com\/in\/rageorge\/\" rel=\"noreferrer noopener\" target=\"_blank\">Ryan George<\/a>, CMO of <a href=\"https:\/\/www.docupace.com\/\" rel=\"noreferrer noopener\" target=\"_blank\">Docupace<\/a> made an astute observation that <em>&#8220;the industry has let the complications of the wealth management experience flow down to the client experience unnecessarily&#8221;<\/em> and in this episode John Prendergast and Mike Langford joined him in-person for a conversation to unpack that assertion. The trio also dove into several ways that financial advisors can leverage technologies, including emerging AI tools like ChatGPT and Google&#8217;s Bard, to improve their clients&#8217; wealth management experience.<\/p>\n\n\n\n<p><strong>Resources From This Episode:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/blog.blueleaf.com\/wealth-management-through-the-pandemic-the-surprising-value-of-personal-advice\/\" rel=\"noreferrer noopener\" target=\"_blank\">The Surprising Value of Personal Advice<\/a> &#8211; Episode 7 of the Augmented Advisor Podcast featuring an in-depth interview with Kieran Bol from PriceMetrix by McKinsey on the state of the wealth management industry.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.docupace.com\/ria-productivity-suite\/\" rel=\"noreferrer noopener\" target=\"_blank\">RIA Productivity Suite<\/a> &#8211; John and Ryan dove into the benefits of systematizing the workflow of an RIA as a key mechanism for improving the wealth management experience for advisors and their teams.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\" style=\"overflow:hidden;padding-top:50px;position:relative;\"><iframe src=\"https:\/\/embed.pod.co\/subscribe-button\/the-augmented-advisor\" frameborder=\"0\" scrolling=\"no\" style=\"border:0;height:100%;left:0;position:absolute;top:0;width:100%;\" class=\"podcastdotco-subscribe\"><\/iframe><\/div>\n","protected":false},"excerpt":{"rendered":"<p>In This Episode Ryan George, CMO of Docupace made an astute observation that &#8220;the industry has let the complications of the wealth management experience flow down to the client experience unnecessarily&#8221; and in this episode John Prendergast and Mike Langford joined him in-person for a conversation to unpack that assertion. The trio also dove into&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7155,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[91],"tags":[61,37,59,51],"class_list":["post-7154","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcast","tag-advisor-tips","tag-client-communication","tag-client-service","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7154","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7154"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7154\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7155"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7154"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7154"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7154"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}