Fintech Impact

Jason talks to Gavin Spitzner, President of Wealth Consulting Partners. Gavin is one of the more recognized fintech experts in the US that consults with significant players on the state of their advisor technology and its future development. Episode Highlights:5.58: Gavin says it is not an institutionalized legacy in terms of how we ensure that we are delivering a client-centric and advice-oriented relationship where it always puts client interests first, and we are here to help and guide them. 8.57 Gavin suggests if you look at the research when clients leave, it's not about performance. It's all about the technology and communication you are doing.10.29: Jason inquires, what are the table stakes you think exist now and what are the better implementations over top of that? 11.42: Gavin recommends, "You have to make some of the decisions around what is high up on the value chain that I can uniquely bring value to and what else could I automate to digital engagement." 15.01: Jason suggests