The Wealth@Work Show

Robo-advisors have been red hot for the past several years. What does that mean for the future of the financial advisor? Jess Liberi, Head of Product at eMoney Advisor discusses how the pandemic has changed client expectations, what type of advice they are seeking, and how those changes integrate into the discussion of holistic financial wellness. How does Gen X and Gen Y look at retirement differently, and what do they expect from a relationship with an advisor? Millennials make up the largest percentage of the workforce. How do they differ from Gen X and Y? Why has eMoney made the decision to focus on the employer sponsored plan marketplace? How does holistic wellness encompass physical and mental health, and how can advisors feel comfortable with those conversations? Learn more about the launch of Incentive, eMoney’s exciting new financial planning and wellness mobile app.
Resources

• eMoney

She’s an author, keynote speaker, marketing guru, and a social media, visual design and media expert. Sheri Fitts is one of our industry’s most valued consultants when it comes to business building. What does Sheri predict will happen when the pandemic is over, and we are not all forced to solely communicate via technology? What is the one thing you should not spend your marketing budget on, now or ever again? Did the pandemic really do something “very lovely” for the financial services industry? The bar has now been set for video conversation-so how do we better the experience for our clients and raise that bar? And how will video change how advisors manage enrollment meetings going forward? Join Ross and Sheri for an informative (and fun!) conversation about next-gen ways to grow.
Resources:

• Sheri’s Blog
• Made to Stick book
• NeuroSelling Book
• Storybrand Book
• BlackRock Re-enrollment Article
• Adrian Salisbury
• Deconstructing Digital Book
• The Design Council Research

Deane Mayerhofer and Jeffrey Cullen share their insights with Ross Marino on Strategic Retirement Partners success.

Kelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding.

Petros Koumantaros and Ross Marino discuss the AI technology in ChatGPT.