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Blaise Dietz: How Fintech Will Change Financial Services Forever

  • Broadcast in Finance
The Safe And Sound Podcast

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Digital advances in personal finance run the gamut of everything from how people find reputable professionals online to how they interact with those professionals.   No longer are consumers constrained by mundane things such as geography, weather, or lack of choices offered by "captive" agents.     It is now easier than ever for people with only a cursory understanding of digital technology to locate and purchase financial products and services.  What will this mean to agents, advisors, and CPA's who want to stay in business?  Blaise discusses how important it will be for those professionals to provide better, more customized and relationship-oriented services going forward.   Agents and financial advisors will also need to take advantage of emerging technologies, use them to deliver more efficient service, and maintain a diligent watch on their online reputations.      

If you are a consumer of personal finance products and services, or a CPA, financial advisor, or agent, you don't want to miss this important discussion of the coming disruption that will turn financial services on its head.

https://www.safeandsoundretirement.net/

 

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