The Rise of the “Cyborg Advisor”: Using Technology to Scale Growth
For wealth professionals, it frames technology as a way to support practice growth and client relationships when market-driven growth is described as less dependable.
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This video discusses the idea of the “cyborg advisor” and how advisors may use technology to scale growth. It focuses on using technology to create capacity for prospecting, marketing and stronger client relationships as market-driven growth becomes less reliable.
Market-driven growth is described as becoming less reliable.
Advisors may need to lean more on technology to create capacity.
The capacity areas mentioned are prospecting, marketing and stronger client relationships.
The video is framed around the “cyborg advisor” concept.
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