“The Future of Advisor Value” with Matt Doran and Duncan MacPherson
&Partners Leader of Advanced Planning Matt Doran joined Pareto Systems CEO Duncan MacPherson on his podcast, Always On for Financial Advisors on July 30 for episode 98, “The Future of Advisor Value.”
They discussed two important and potentially polarizing topics for financial advisors — what Duncan refers to as “the two AIs” — artificial intelligence and alternative investments.
In a wide-ranging conversation, Duncan and Matt talked about topics such as why the public markets universe is shrinking, the shift from centers of influence to strategic partners, and why the process — not the product — is the offering.
Listen to the episode to hear more of their thoughts on the evolving role of the financial advisor and how to remain indispensable in the face of change.
&Partners does not render legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
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