What do you get when you combine AI, the great wealth transfer, and more women controlling money than ever before? According to Molly Weiss, Group President of Wealth Management Platform at Envestnet, you get the perfect moment to transform how the financial industry operates and serves individuals. 

Molly is the first to admit that the next few years may feel a little scary, but she sees plenty of reasons to be optimistic. In this episode, we talk about how technology has redefined what client personalization looks like, how the value of an advisor has shifted, and how to leverage tech to make your client experience more human than ever. 

Connect with us! 

• Molly Weiss on LinkedIn
• Envestnet
• Marla Sofer on LinkedIn
• Knomee