Rethink. The Financial Advisor Podcast - Episode 54: Why Blackrock is investing in Human Advice featuring Liz Koehler
Where is the smart money going? What is the world’s largest asset manager investing in? Is Empathy an 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 advice
The need for the human touch is growing
Why empathy, active listening, problem-solving, and expertise in new areas like family dynamics and teaching teams are so important
Developing people and talent on both a personal and professional level
What Liz and her team are seeing and learning from working with thousands of top-producing advisors across the country
The need to evolve your approach for the client of tomorrow
The growing expectations of clients
And a lot more!
Resources:
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