The Evolving Role of the Wealth Advisor
Overview
Moderated by FOX’s David Toth, we’ll hear from three prominent wealth advisors regarding the advisor role, how they see the role evolving, the technology influencing what they do and how they do it, and the skill sets they seek in the next advisor generation.
Presenters:
Thomas P. Melcher, Managing Director, Director of Family Wealth, Glenmede
Jack Thurman, Managing Partner, BKD Family Office
John Zimmerman, President, Ascent Private Capital Management of U.S. Bank
Insights and Key Takeaways
In today’s fast-paced and media-driven environment, wealth advisors see themselves as everything from a trusted partner to an educator to a financial therapist. Today’s advisors must be great listeners, crisis managers and transparent communicators. They must have a high IQ, and an equally high EQ. They must provide accurate, quick information to clients, and also be excellent facilitators of dialogue and connectors of goals and dreams.
Savvy advisors are leaning in and embracing these new aspects of their role with clients. They also realize that clients themselves are evolving in a multitude of ways.