Financial services have seen connectivity and collaboration emerge as game-changers, transforming the way advisors engage with valuable resources and reshaping their practices. Contrary to popular belief, it became evident that technology itself was not the sole innovation; instead, the art of collaboration stood as the true catalyst for change. This revelation shifted the focus from a mere pursuit of technological prowess to a quest for a seamless and collaborative connection between financial professionals and their clients.

In this episode, Jack talks with Denise Wypiszenski, Founder & Co-CEO of 4U, the financial services industry's first real-time digital partnership platform for investment and wealth management firms. In her role, Denise leads business development and partner success for the company. Inspired by transformational technology platforms like Amazon and Netflix, Denise and the 4U team have created a digital engagement and analytics platform -- an industry-wide technology solution to the age-old industry problem of billions spent. Too much noise. Too little engagement.

Having an understanding of the challenges and untapped opportunities within the financial services industry, Denise talks with Jack about the power of the 4U platform, why collaboration is the future of financial services, and how 4U guides some of its investment companies.

Key Takeaways

Quotes

[05:31] - "We know at 4U that advisors engage with value-add content two times more than product content. That's just one tidbit where never before have wealth management home offices had that purview across all of their advisors about what product and marketing resources are important to them. They do now." ~ Denise Wypiszenski

[12:05] - "We continued to talk to people and take their feedback. It's interesting because it sounds like technology isn't our innovation, the collaboration is the innovation." ~ Denise Wypiszenski

[24:26] - "We keep showing these investment companies that they keep submitting product content. Yet what advisors are searching for is predominantly practice management, value add type content. So, there's this definite disconnect. It's not about more content. It's about the right content." ~ Denise Wypiszenski

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