Advice Architects Ep. 12 - The Time is Now: The Inevitability of Changes in Wealth Management, with Scott Reddel
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Advice Architects Ep. 12 - The Time is Now: The Inevitability of Changes in Wealth Management, with Scott Reddel
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In this episode of Advice Architects, host Day Wachell leads an engaging discussion with Scott Reddel, Managing Director at Accenture and a leader in the wealthtech ecosystem. With over two decades of experience, Scott delves deep into the transformative shifts in wealth management, emphasizing the evolving client needs and the role of technology in shaping the future of financial advice. As clients increasingly seek access, education, and trust, the challenge for advisors is to consistently meet these demands while balancing intelligence (IQ) and emotional intelligence (EQ). The conversation also touches upon the expanding definition of "advice", emphasizing its holistic nature that goes beyond mere financial planning. With the industry at a crucial inflection point, this conversation underscores the need for adaptability and innovation in the face of changing client expectations and technological advancements.