Vanguard’s Forecast for Advisor Technology

Technology continues to play an important role in transforming the advice profession. From streamlining administrative tasks to creating personalized experiences for clients at scale, technology provides advisors with meaningful ways to prioritize their time so they can focus on valuable relationship-based services like behavioral coaching and building trust among clients.

My guest and I will discuss the latest technology trends for advisors, the importance of developing and introducing technology skillsets, the rise of GenAI and other emerging technologies, and more, in this episode. 

Show Resources
Here are some links to learn more about Lauren and Vanguard:

• Putting a value on your value: Quantifying Advisor's Alpha- https://advisors.vanguard.com/insights/article/putting-a-value-on-your-value-quantifying-advisors-alpha 
• Emerging technologies and their impact on your practice- https://advisors.vanguard.com/insights/article/emerging-technologies-and-their-impact-on-your-practice

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.