Embrace Technology: Gain a Competitive Edge in Wealth Management With Jeff Schwantz

The Customer Wins

Jeff Schwantz is the Chief Revenue Officer of Advisor360°, a holistic wealth management platform that helps enterprises and advisors accelerate their digital transformation. He is responsible for the company’s revenue generation strategy, execution, and go-to-market approach. With over 24 years of experience in the financial services industry, Jeff frequently presents at industry conferences, executive roundtables, workshops, and seminars. Previously, he has held executive roles at Morningstar, eMoney Advisor, BNY Mellon Pershing, and many more.

In this episode…

In today's fast-paced and ever-changing financial landscape, wealth management has become increasingly more complex. As a result, financial advisors face numerous challenges when managing and growing their businesses. Burgeoning financial technology might be the solution.

Financial expert Jeff Schwantz says that by leveraging technology, financial advisors can increase revenue, streamline operations, and reduce costs. However, despite the benefits of technology, many financial advisors remain hesitant to adopt new tools and processes. Some fear that technology will replace the human touch while others worry about the cost and complexity. So how can technology be used wisely to meet the evolving needs of clients?

In this episode of The Customer Wins, Richard Walker sits down with Jeff Schwantz, Chief Revenue Officer of Advisor360°, to discuss how financial advisors can thrive through technology. Jeff talks about Advisor360° and how it helps people, simplifying how financial advisors onboard their clients, and the ideal clients for Advisor360°.