Tech and Regulation will Radically Change your Advice Delivery- Featuring Ian McKenna (Ep 45)

We are on the cusp of major change. Is virtual reality, AI or Amazon part of your future business plans? Ian’s unique perspective is global in nature and arguably one of the most diverse given his extensive travels around the world to see what people are doing, (or not), in our industry. Join us as we chat with futurist Ian McKenna and discuss the future of financial advice delivery and what advisors need to think about to stay relevant today.Ian, Adam & Derek discuss:One of the hardest things an advisor needs to do is help clients visualize the lifestyle their preparing for (VR can help do this very easily)A lot of advisors and the companies they represent are not adapting their commercial models to stay in business 5-10 years from now - it’s time to consider reinventing how we charge clients (especially the younger generation)why is the US life insurance industry is 40 years behind the rest of the worldA symbiotic relationship between regulation and tech needs to exist to really achieve the highest levels of regulation with the latest techAmazon insurance already happening in UK (we discussed this over a year ago, it’s coming to a computer near your clients)AI financial advice will be here in less than a decade AND using VR GlassesAnd lots more!Resources:Connect with Ian McKenna on LinkedInFollow Ian McKenna on TwitterLearn more about the Financial Technology Research CentreCheck out AdviserSoftware.comLearn more about ProtectionGuroFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankRethink Podcast on YouTubeConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.