David Armstrong, editor-in-chief and executive director of content,, and Riskalyze CEO Aaron Klein discuss how advisors and clients are using technology to improve communications and the planning process.

David and Aaron highlight:

  • Why time may be running out for advisors to rely on bull markets to grow revenue, and how forward-thinking advisors are putting intentional marketing programs in place now. 
  • How the technology has evolved to help advisors meet prospects and clients through a “digital surround sound” approach.
  • Where advisors, with little to no marketing expertise, can begin to tell their story to bring the right prospects into their opportunity funnel.
  • How artificial intelligence may still be more “artificial” than “intelligence” in advisor technology; it won’t stay that way, but Klein believes it will never replace the human factor in financial advice.

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