The future of the wealth management industry lies in the ability to combine technology with the human touch. AI and data analytics provide better insights, but human connection will always be essential.

In this episode of Connected, we talk with Shannon Rosic, Director of WealthStack Content and Solutions for Informa. A pony savant and fintech ambassador, Shannon shares her six rules for building connections.

We then dive into big themes in the wealth management industry. Shannon emphasizes the need for personalization and the shift in the role of advisors from focusing on retirement to helping clients navigate the decumulation phase and the importance of data and AI in the industry. She encourages advisors to think outside the box and find ways to stand out.

Finally, Shannon discusses her involvement with the Leukemia and Lymphoma Society. She shares the connection she has to the cause and the challenges and rewards of fundraising.

Join us as we discuss:

Key Takeaways

Quotes

"Building rapport is critical because it's based on trust. It's how humans connect. It develops out of meaningful conversations and a willingness to embrace different points of view." ~ Shannon Rosic

"The role of the advisor is no longer about getting people to retirement, it's about getting them through retirement." ~ Shannon Rosic

"The winners are going to be the ones that lean into human connection but leverage AI and technology to make themselves and their practices better." ~ Shannon Rosic

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