Why Blackrock is investing in Human Advice featuring Liz Koehler episode artwork

EPISODE · Sep 13, 2023 · 33 MIN

Why Blackrock is investing in Human Advice featuring Liz Koehler

from Rethink. Financial Advice

Where is the smart money going? What is the world’s largest asset manager investing in? Is Empathy and investable asset class?With all the talk of companies investing in AI and a variety of asset classes we wanted to see what the biggest asset manager in the world is doing and what we can learn from them. Join us as we speak with Elizabeth Koehler, Managing Director at BlackRock and Head of Advisor Engagement, to learn about what she and her team are doing to support human advice.In this episode Liz, Adam and Derek chat about:The growing importance of human and personalized adviceThe need for the human touch is growingWhy empathy, active listening, problem solving and expertise in new areas like family dynamics and teaching teams is so importantDeveloping people and talent on both a personal and professional levelWhat Liz and her team are seeing and learning from working with thousands of top producing advisors across the countryThe need to evolve your approach for the client of tomorrowThe growing expectations of clientsAnd a lot more!Resources:Connect with Elizabeth Koehler on LinkedInCheck out the BlackRock Advisor CenterFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Sep 13, 2023

Embed this episode

NOW PLAYING

Why Blackrock is investing in Human Advice featuring Liz Koehler

0:00 33:06

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Rethink. Financial Advice?

This episode is 33 minutes long.

When was this Rethink. Financial Advice episode published?

This episode was published on September 13, 2023.

Can I download this Rethink. Financial Advice episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!