The ‘Amazonification’ of the client experience
Financial advice has come a long way over the years, more so after technology during the pandemic has evolved the way we all live. The ability to have everything at the click of a button means clients expectations from financial advisers and firms will be fast moving.Speaking to FTAdviser on this podcast, two experts discuss the ‘Amazonification’ of the client experience and where we are at in the industry.Russell Andrews, global head of advice solutions for SEI's Asset Management distribution team and Heather Hopkins, managing director and founder of NextWealth, explain the role of…
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