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How Are Tech and Data Changing Financial Services? with Tom Rieman
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Kandungan disediakan oleh Brodrick Lothringer. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Brodrick Lothringer atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
How can financial advisors stay human in a tech-driven world? At the Wealth Management Edge conference, Tom Rieman helps us explore how decision science helps advisors build trust, stand out, and grow. Brodrick shares what clients really want—honesty, connection, and guidance.
We also dig into how data is transforming financial services, from improving accountability to avoiding over-reliance. With real-world analogies and practical tips, this episode is packed with ideas to help advisors focus on what matters most—their clients.
Connect with us below!
- Tom Rieman on LinkedIn
- Practice Intel
- Brodrick Lothringer on LinkedIn
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