April 07, 2025

EP184 | Remote Work in Today’s Financial Advisory Industry | Joe Cantanucci

45 minutes

In this episode, Eric talks with Joe Cantanucci, CEO and Founding Partner of AdvisorLink, about today’s rapidly changing financial advisory industry. With 25 years of experience, Joe shares practical insights on how remote work is reshaping productivity, mentorship, and client relationships in a field that is about to experience the Great Wealth Transfer.

What We Cover in “Remote Work in Today’s Financial Advisory Industry”

How remote work is changing the financial services industry and challenging old-school work values

The evolution of client relationships in a digital-first environment

Building intentional mentorship in a hybrid workplace

Attracting and developing young talent in today’s advisory landscape

Preparing for the great wealth transfer through strategic succession planning

Chapters in “Remote Work in Today’s Financial Advisory Industry”

00:00 – Remote Work Challenges vs. Traditional Office Expectations

01:41 – The Old School Mentality vs. New Work Models

03:27 – Productivity and Family Balance in Remote Work

05:48 – Mentorship Challenges for Young Professionals

08:15 – Office Culture and After-Hours Expectations

11:12 – Building Client Relationships Virtually vs. In-Person

14:20 – Changing Client Meeting Preferences and Expectations

18:02 – Work-Life Balance and Measuring Productivity

21:43 – Financial Advisory as a Career Path for Young People

27:01 – The Great Wealth Transfer and Succession Planning

32:00 – Technical vs. Relationship Skills in Financial Advisory

37:55 – The Impact of AI on Financial Services

42:00 – Technology Lowering Barriers to Entrepreneurship

Joe Cantanucci & AdvisorLink

AdvisorLink

Joe Cantanucci on LinkedIn

More about Joe: CEO and Founding Partner of AdvisorLink with 25 years of experience in financial services. His passion for helping others improve their financial lives and belief in independence for the financial sector inspired him to create AdvisorLink.

Related episodes: Developing Soft Skills and AI at Work with Robin Daniels | Serious People Will Always Read with Eric Jorgenson

Entrepreneur Perspectives is part of the KazSource family. We’re building a modern media network through QuietLoud Studios, SportsEpreneur, and KazCM.

Get in touch with Eric Kasimov:

X: x.com/eric_kaz

LinkedIn: linkedin.com/in/erickasimov/

Credits:

Music by Jess & Ricky: SoundCloud

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By Eric Kasimov | QuietLoud Studios

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