The Role of Human Connection in the Age of Algorithms (Ep. 23)
What role does human connection play in the ever-evolving world of wealth management?
In this episode, Rusty Sommer speaks with Kate Healy of AdvoKate IQ about the importance of personal interaction in an industry increasingly dominated by technology. Rusty and Kate navigate through the dynamics of integrating human elements with advanced technology, exploring cultural awareness, next-gen talent acquisition, and adaptable service models.
Kate shares insights on:
- (01:24) The irreplaceable value of human connection in client relationships and service
- (02:56) How changing demographics demand adaptation in talent acquisition and cultural awareness
- (08:57) Building scalable businesses while nurturing the next generation of financial talent
- (10:47) Crafting a seamless and personalized client experience using modern technology
- (20:57) Leadership lessons in empowering the next generation in finance
This episode is a must-listen for those interested in understanding how to balance the digital transformation in finance with the critical human element. Don’t miss out, hit play!
Connect with Kate Healy:
Connect with Rusty Sommer:
- Rusty.sommer@flyerft.com
- LinkedIn: Rusty Sommer
- Flyer Financial Technologies
- LinkedIn: Flyer Financial Technologies
- Twitter: Flyer_FT
About our Guest:
Kate Healy is CEO and Founder of AdvoKate IQ, LLC, designed to help wealth management firms with their growth strategy, focusing on the intersection of organic growth and workforce development. Kate offers diverse leadership experience as a financial services industry executive and nonprofit leader. Develop and guide high-performing teams. Deliver innovative, client-first marketing. Embrace change and modernize leveraging technology and business intelligence. Lead with humor and empathy.
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