Reimagining the Advisor OS as Demand for Advice Increases

The financial industry is at a turning point. According to McKinsey & Company, the U.S. will face a shortage of 100,000 financial advisors by 2034, leaving countless families struggling to find the guidance they need. With demand for human advisors growing, firms that optimize their operating systems now will be best positioned for success.

In this episode, Kelsey McKenna and Zach Conway break down:

• Teaming: How structuring advisory teams properly and creating clear career paths can enhance efficiency.
• Lead generation: Why advisors should stop wasting time on DIY marketing and build marketing and sales functions intentionally.
• Technology: The right way to leverage AI and automation without losing the personal touch clients value.

Thanks for watching!