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Episode 22: Revolutionizing Client Onboarding with Brandon Chapman
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Episode Summary:
Join host Sam Sivarajan in this episode of The Future-Ready Advisor as he engages with Brandon Chapman, founder of Advisor Flow. Brandon delves into how his platform is reshaping client onboarding and the overall advisory experience with innovative digital solutions.
Key Quote:
“Technology doesn't fix a broken business; it just accelerates the success of a well-run one.” – Brandon Chapman [22:12]
Topics Discussed in This Episode:
- Revamping Client Onboarding [1:50]
- Personalization Meets Automation [6:09]
- Challenges of Technology Adoption in Finance [11:36]
- Impact of Regulatory Changes on Advisory Practices [22:43]
- Future Trends in Financial Advisory [24:06]
- Integrating AI in Financial Services [24:41]
Episode Transcript:
Access the full transcript for the whole conversation on the changing onboarding landscape.
Resources Mentioned in This Episode:
- Advisor Flow, a platform for streamlining client management [2:46]
- Subscribe to the Podcast: Don’t miss an episode of The Future-Ready Advisor, subscribe on your favorite podcast platform.
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- Check out the website: Visit www.samsivarajan.com for more resources and episodes.
Tune in to understand how technology is becoming a cornerstone in the evolution of financial advising.
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