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Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace Wealthtech
In a Nutshell: The next wave of fintech and wealthtech will offer dramatic efficiency upgrades for advisors. Prepare your team to spend less time shuffling papers and more time having meaningful conversations with clients that will create real value.
Guest: Marty Bicknell, Founder and CEO of the $35 billion AUM behemoth Mariner Wealth Advisors.
My Key Takeaways:
We need a true advisor desktop platform. Marty believes the independent space still lacks a unified advisor desktop platform and that miss hurts our productivity. But he says it's coming.
Embrace change. Before the pandemic, about 25%…
The skinny
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