Harnessing the Power of Technology and Automation

Practical ways advisors can implement automation to enhance productivity, streamline operations, and deliver exceptional client experiences

Author

Kyle Van Pelt
July 11, 2023

Harnessing the Power of Technology and Automation with Rich Walker

Let’s talk automation.

In episode 3 of Milemarker’s Connected Podcast, I talk with Rich Walker, Founder and CEO of Quik!. We dive into conversation around technology, ​​the challenges of standardized data collection, and the importance of automation for financial advisors. Rich provides a fresh perspective on how automation can help advisors focus on what is most important - spending time with their clients.

Here are a few key takeaways from this week’s ep:

  1. Listen to your clients and truly understand their needs, fears, and goals. This not only results in better connections but also enables financial advisors to provide more personalized services.

  2. Positivity and optimism can be powerful elements in achieving success. Mirror back to people their potential and inspire them to be their best selves.

  3. Don’t underestimate the importance of technology. Data standardization can be a major hurdle for advisors. Look for ways to automate so you can focus on the most important tasks and relationships.

  4. Constantly improve communication skills. Advisors should always be students of communication. Effective communication with clients builds trust and helps advisors understand their clients better.

The episode is available now on your favorite podcast platform:

Kyle Van Pelt