As the 2021 Wealth Management.com Industry Awards wrap up for the year, the focus is on the top finalists and how their companies are changing the wealth management industry, and bringing new ideas and innovations to the forefront.
In this episode, David Armstrong is joined by Heather Kelly, senior vice president, head of advisory and strategic accounts with Allianz Life Financial Services, recognized for the Conversations That Matter project, a wide-ranging research project focusing on client and advisor relationships and communications, how the pandemic has changed the dynamic, and the language that best resonates with clients during turbulent times.
In this episode, you will learn:
- Heather Kelly’s role in the Conversations That Matter project;
- Which methods of communication are being favored by both advisors and clients;
- How recent technology trends have impacted the way advisors work with their clients and wholesalers; and
- Why gratitude and empathy have become some of the most important traits clients see in their advisors.