As 2024 begins and temperatures on Wall Street plummet, allow Financial Planning to transport you back to warmer days and one of the hottest wealth management events of 2023.
Financial Planning is taking a special look back at
Our walk down memory lane is a series of exclusive interviews with insiders and newsmakers conducted by Financial Planning Wealthtech Reporter Justin L. Mack,
In this clip, Mack chats with Zach Conway, founder and CEO of Seeds Investor, a fintech company that wants to help advisors better understand client needs and give them a more personalized experience. Conway is also managing director at Conway Wealth Group.
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"I think as financial planners, for some reason, we get hung up on wanting to be really, really good money managers," Conway told Mack. "And as that becomes increasingly commoditized, how can advisors really make a better experience around investing? Because that's what the client really wants — to feel connected to their money, what their money is doing in the world."
To do that, Conway said, advisors need to leverage the one thing that can't be commoditized: the human element. The Seeds Investor platform, he said, can help advisors make and strengthen those connections.
"It's not you being a better stock picker than the next advisor, right? It's about being a better listener, someone who understands the client," he said. "That's ultimately what shapes the experience. If you know somebody deeply, then you can really tailor the look and feel of the services you provide."
Watch the whole interview with Conway below.
Future Proof, an event billed as the first wealth festival, is making its return next summer and dates for Future Proof 2024 have already been announced. The event is slated to return to Huntington Beach Sept. 15-18, 2024.
Future Proof is also expanding in the new year with the addition of Future Proof Retreat, an additional event for wealth management leaders that will take place March 24-27 in Colorado Springs.
And while you're here, make sure to check out more videos of FP @ FP:
