Financial advisors are struggling to meet client demands in a post-pandemic, virtual world. Research shows that investors want more virtual services, and a one-size-fits-all service model does not work anymore.
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Rob Roquitte, founder and CEO of eCIO, which is powered by eVestech, a virtual communication hub for financial professionals.
Shannon and Rob discuss:
- Why technology proliferation is leading to a terrible client experience
- How advisors can service clients profitably by using technology
- What the great wealth transfer will mean for advisors and the implications
- The importance of providing client-centered service
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About Our Guest:
Rob has 30 years of investment experience serving in business development, client servicing, portfolio management, and department oversight roles. At eVestech, he leads our team of talented investment and technology professionals delivering state-of the art solutions to institutional investors and other financial services firms. Rob serves as an Investment Advisor to our clients, developing investment strategy, overseeing portfolios, and communicating with investors. He also chairs our investment committee.
Rob has held senior level positions with large money management organizations, where he has sought out entrepreneurial roles including establishing new products and markets, opening new office locations, and maintaining P&L responsibilities. Prior to launching eVestech, Rob established the Outsourced Chief Investment Officer (OCIO) practice for Madison Investments focused on serving larger non-profit organizations. He was also a founder and lead portfolio manager of the small cap portfolio management team at Allegiant Asset Management, which was later acquired by PNC Bank. In Rob’s first entrepreneurial role, he established and built a regional pension consulting office in Chicago which was later acquired by Empower Retirement.
Rob is actively involved in his community serving on two institutional investment committees for nonprofit organizations (including chairing the endowment/finance committee). He received a BSBA in Finance and Marketing from the University of Denver and his MBA in Finance and Economics from the Booth School of Business at the University of Chicago. Rob also holds the Chartered Financial Analyst (CFA) designation.