Guest: Ainslie Simmonds, President of Pershing X.

In a Nutshell: For decades, technology has promised productivity boosts that would shorten work weeks and increase leisure time. But despite all the computing power at the heart of a modern financial services tech stack, I don't think the typical advisor is working any less than he or she was 10 years ago. Perhaps more importantly, I don't think tech has freed the typical advisor to focus more of their time on building client relationships and delivering human advice. Instead, what tech has done is enabled financial advisors to do more analysis and deliver more data and "what ifs" to clients while also facilitating the increase in communication. The fact remains that no technology enables two humans to increase the speed at which they’re having an in-depth conversation. And ultimately, it's the human to human conversation that generates the true value in a financial advisor-client relationship.

Technology is a means to an end and Ainslie Simmonds and her team are hard at work building an interconnected suite of financial applications that will respond to your most challenging needs, so that you can spend more time focusing on helping your clients thrive and running your business your way.