Fintech, Family, and the Future of Wealth: Inside Resolute's Personal Touch
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Fintech, Family, and the Future of Wealth: Inside Resolute's Personal Touch
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About this listen
In this episode hosted by Christina Cross, Beau Bryant from Resolute Wealth Advisors discusses how personalized advice is the cornerstone of their success and how fintech plays a crucial role in enhancing the client experience. He emphasizes that AI won't replace advisors but will improve efficiency, allowing more time for personalized financial planning. With clients in Northwest Ohio and Arizona, technology helps them expand their reach, especially post-COVID.
Beau highlights the importance of maintaining a personal connection, especially for clients like educators or those facing sudden wealth, as AI lacks the emotional nuance needed for such relationships. He talks about family wealth, privacy, and confidentiality, stressing how personal relationships allow them to ask the tough, emotionally charged questions that AI cannot.
Beau also discusses how they engage with younger audiences through proactive family planning conversations and his upcoming "Wealth Guardians" YouTube series, aimed at educating people on financial topics slotted to be released in Q1 of 2025.