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How to Leverage Technology and Culture to Drive Business Growth with Jeremy Nelson
Episode 076: This week, Kyle Van Pelt talks with Jeremy Nelson, President at Element Wealth. Jeremy shares his journey from discovering investing as a 10-year-old in Canada to building Mississippi’s fastest-growing RIA. Jeremy discusses merging with Ross and Yerger, prioritizing culture and client relationships, and leveraging technology for growth. He explores AI’s potential to enhance advisory efficiency while maintaining human-centered service. From integrating new team members to fostering client trust, Jeremy highlights the importance of leadership, transparency, and personal connections in driving success.
In this episode:
Key Takeaways
Prioritize Culture and Client Relationships: Building a strong organizational culture and fostering deep client relationships are fundamental to sustainable growth in financial advising.
Embrace Technology and AI: Leveraging technology, including AI, can enhance efficiency and client service, but it’s crucial to maintain a human-first approach to preserve personal connections.
Navigate Mergers with Transparency: When merging firms, clear communication and transparency are vital to integrate teams effectively and maintain trust with clients.
Invest in Leadership Development: Developing leadership skills within the team ensures adaptability and resilience, enabling the firm to navigate industry changes successfully.
Balance Innovation with Personalization: While adopting new technologies is important, ensuring that client interactions remain personalized and human-centric is key to differentiating your advisory services.
Quotes
“I think AI is going to become a massive productivity tool that we're going to be able to leverage and we're just scratching the surface.” ~ Jeremy Nelson
“ The only way to be efficient is technology, right? And by putting that at the center of our business, operationally, it enables us to handle more and more clients.” ~ Jeremy Nelson
“When you do a good job with your clients—when you connect with them on a personal basis, when you understand where they are in life, what they're trying to achieve— you're working together in a partnership. They're going to be really willing to refer you because they like you.” ~ Jeremy Nelson
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Connect with our hosts
Subscribe and stay in touch
Produce game-changing content with Turncast
Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.
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By Milemarker
5
33 ratings
Episode 076: This week, Kyle Van Pelt talks with Jeremy Nelson, President at Element Wealth. Jeremy shares his journey from discovering investing as a 10-year-old in Canada to building Mississippi’s fastest-growing RIA. Jeremy discusses merging with Ross and Yerger, prioritizing culture and client relationships, and leveraging technology for growth. He explores AI’s potential to enhance advisory efficiency while maintaining human-centered service. From integrating new team members to fostering client trust, Jeremy highlights the importance of leadership, transparency, and personal connections in driving success.
In this episode:
Key Takeaways
Prioritize Culture and Client Relationships: Building a strong organizational culture and fostering deep client relationships are fundamental to sustainable growth in financial advising.
Embrace Technology and AI: Leveraging technology, including AI, can enhance efficiency and client service, but it’s crucial to maintain a human-first approach to preserve personal connections.
Navigate Mergers with Transparency: When merging firms, clear communication and transparency are vital to integrate teams effectively and maintain trust with clients.
Invest in Leadership Development: Developing leadership skills within the team ensures adaptability and resilience, enabling the firm to navigate industry changes successfully.
Balance Innovation with Personalization: While adopting new technologies is important, ensuring that client interactions remain personalized and human-centric is key to differentiating your advisory services.
Quotes
“I think AI is going to become a massive productivity tool that we're going to be able to leverage and we're just scratching the surface.” ~ Jeremy Nelson
“ The only way to be efficient is technology, right? And by putting that at the center of our business, operationally, it enables us to handle more and more clients.” ~ Jeremy Nelson
“When you do a good job with your clients—when you connect with them on a personal basis, when you understand where they are in life, what they're trying to achieve— you're working together in a partnership. They're going to be really willing to refer you because they like you.” ~ Jeremy Nelson
Links
Connect with our hosts
Subscribe and stay in touch
Produce game-changing content with Turncast
Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.
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