Description
Where is the smart money going? What is the world’s largest asset manager investing in? Is Empathy and investable asset class?
With all the talk of companies investing in AI and a variety of asset classes we wanted to see what the biggest asset manager in the world is doing and what we can learn from them. Join us as we speak with Elizabeth Koehler, Managing Director at BlackRock and Head of Advisor Engagement, to learn about what she and her team are doing to support human advice.
In this episode Liz, Adam and Derek chat about:The growing importance of human and personalized adviceThe need for the human touch is growingWhy empathy, active listening, problem solving and expertise in new areas like family dynamics and teaching teams is so importantDeveloping people and talent on both a personal and professional levelWhat Liz and her team are seeing and learning from working with thousands of top producing advisors across the countryThe need to evolve your approach for the client of tomorrowThe growing expectations of clientsAnd a lot more!
Resources:Connect with Elizabeth Koehler on LinkedInCheck out the BlackRock Advisor CenterFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map
Connect With Derek Notman:Schedule a Call with DerekCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman
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