{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Entrepreneur Perspectives","title":"EP184 | Remote Work in Today’s Financial Advisory Industry | Joe Cantanucci","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/b615746d\"></iframe>","width":"100%","height":180,"duration":2722,"description":"In this episode, Eric talks with Joe Cantanucci, CEO and Founding Partner of AdvisorLink, about today’s rapidly changing financial advisory industry. With 25 years of experience, Joe shares practical insights on how remote work is reshaping productivity, mentorship, and client relationships in a field that is about to experience the Great Wealth Transfer.What We Cover in “Remote Work in Today’s Financial Advisory Industry”How remote work is changing the financial services industry and challenging old-school work valuesThe evolution of client relationships in a digital-first environmentBuilding intentional mentorship in a hybrid workplaceAttracting and developing young talent in today’s advisory landscapePreparing for the great wealth transfer through strategic succession planningChapters in “Remote Work in Today’s Financial Advisory Industry”00:00 – Remote Work Challenges vs. Traditional Office Expectations 01:41 – The Old School Mentality vs. New Work Models 03:27 – Productivity and Family Balance in Remote Work 05:48 – Mentorship Challenges for Young Professionals 08:15 – Office Culture and After-Hours Expectations 11:12 – Building Client Relationships Virtually vs. In-Person 14:20 – Changing Client Meeting Preferences and Expectations 18:02 – Work-Life Balance and Measuring Productivity 21:43 – Financial Advisory as a Career Path for Young People 27:01 – The Great Wealth Transfer and Succession Planning 32:00 – Technical vs. Relationship Skills in Financial Advisory 37:55 – The Impact of AI on Financial Services 42:00 – Technology Lowering Barriers to EntrepreneurshipJoe Cantanucci & AdvisorLinkAdvisorLinkJoe Cantanucci on LinkedInMore about Joe: CEO and Founding Partner of AdvisorLink with 25 years of experience in financial services. His passion for helping others improve their financial lives and belief in independence for the financial sector inspired him to create AdvisorLink.Related episodes: Developing Soft Skills and AI at Work with Robin Daniels |...","thumbnail_url":"https://img.transistorcdn.com/TJ-gGtH1LltObKgoNodcM6WYtx5HSCSdzGymSF3QkUI/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iM2Vk/YmI2NDliMDg1Y2Q2/MDlhYjhkMDc2OWEw/YWYxMi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}