Entrepreneur Perspectives Podcast Archives - KazSource

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

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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

      The post EP184 | Remote Work in Today’s Financial Advisory Industry | Joe Cantanucci appeared first on KazSource.

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      Entrepreneur Perspectives Podcast Archives - KazSourceBy Eric Kasimov | QuietLoud Studios