Relevance, value, and leadership are three very important things in the financial advisory industry. Join me and guest, Dave Coffaro, as we discuss how important these factors are in the client experience, firm success, M&A, and much more including Dave's new book "Leading From Zero". In "Leading From Zero", Dave talks about the seven essential elements of earning relevance to be a strategic leader to both employees and clients. Click here to purchase Dave's new book.

Despite all of the innovation, new technologies, and disruption that is happening within the wealth management space - the HUMAN advisor is never going away. From everything from psychological and behavioral challenges to client perception and how we shape their ideas behind the value we bring them, this will not change. In this episode of Bridging The Gap, Matt dives into a few studies around human behavior and how this adds to the case that advisors need technology but should see it as a compliment and not a threat.