Connect with us

Permission to Succeed

Today’s Investor Wants a New Paradigm with Lucille Mayer

Published

Today’s Investor Wants a New Paradigm with Lucille Mayer

There is a whole new emerging wealth out there for the taking, but this group wants a different advisor experience, with the majority wishing for technology to be part of the mix.

Join this technology-focused conversation with host Doug Heikkinen and guest Lucille Mayer, COO of Apex Clearing. In this episode, you will find out whether the traditional advisor is truly an endangered species, what today’s investor expects from the advisor experience, and how Apex Clearing endeavors to take robo-advisors’ best qualities and bring them to the advisor to assist clients like never before.

In this episode, you will learn:

  • Why new technology is not just for millennials
  • Whether technology can completely replace advisors
  • What advisors can do to compete with non-traditional firms
  • What resources are available to women coming out of college in the tech world
  • And much more

Tune in and be encouraged to take hold of new technology!

Apex Clearing | AnitaB.org

Related: Dinosaur or Entrepreneur: Which Kind of Advisor Are You? with Jeffrey Sica

Presented by:  Thompson IM Funds, Inc.

Continue Reading

Trending