The Entrepreneurial Mindset With Reed Colley
By Jackson National Life Insurance (Sponsored)
As the head of Orion’s technology business and the founder of both Black Diamond and Summit Wealth Systems, Reed Colley knows a thing or two about driving innovation in the wealth management industry.
He also knows a lot about the pressures facing financial advisors and their service provider partners in a fast-evolving industry, one in which highly responsive and scalable technology solutions are growing more important by the day.
On this episode of the Ask the Retirement Expert podcast series, Colley sits down with ThinkAdvisor Senior Reporter John Manganaro to talk about all things advisor tech, including the importance of maintaining an entrepreneurial and collaborative mindset. Also paramount to advisor success, Colley says, is the maintenance of deep client relationships — something that can be supported but never replaced by technology.
During the discussion, Colley and Manganaro also discuss:
- The current and future role of AI in financial planning.
- The financial and behavioral sides of retirement.
- Building connected and capable leadership teams and more.
To listen to additional podcasts within the Ask the Retirement Expert series, click here.
© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more inforrmation visit Asset & Logo Licensing.