Episode 1: Rethinking the Role of Financial Advisors in the Digital Age with Christopher Dewdney

Ever wonder how emotions and technology are reshaping the financial advisory industry? Meet Christopher Dewdney, a seasoned financial expert with two decades of experience, who shares his unique insights into the evolution of his practice and the industry at large. We delve into everything from the role of media in influencing investors to the meteoric rise of influencers in the financial world and potential repercussions for celebrity endorsers.

In a post-pandemic era, financial advisors are more than just investment guides - they are becoming quasi-therapists. Christopher further explores this emerging role, emphasizing the importance of providing individualized advice in an industry increasingly dominated by one-size-fits-all influencers. He shares his firsthand experiences and observations of the shifts in client needs and expectations, giving you a captivating glimpse into the future of financial advising. Tune in for this insightful conversation that's bound to make you rethink the role of financial advisors in the digital age.

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What’s Next?

Staying Ahead of the Curve: Insights for Financial Advisors

In today's rapidly evolving financial landscape, how do you continue to thrive and better serve your clients? As an industry veteran for over 25 years, I understand the unique challenges facing financial advisors.

I have a wealth of resources to help you navigate these challenges:

• Visit my website at https://www.samsivarajan.com/resources to download a free behavioral coaching guide and a free goals-based investing case study, packed with tips and strategies.
• While you're there, don't forget to explore my bestselling books at https://www.samsivarajan.com/books. These books provide readers with further insights and guidance on how we can make better decisions - in investing, at home, and in the workplace.
• Want to stay updated with my latest insights? Sign up for my LinkedIn newsletter, The Goals-Based Advisor. It's a great way to keep in touch and receive regular updates directly to your inbox.

Finally, if you have any questions or hire me as a speaker, coach or consultant, book a meeting with me on ...