Recently, Michael Carter, CEO of BizEquity, sat down with long-time friend Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, to discuss the evolution of WealthTech and its impact on the advisor-business owner relationship, where behavioral elements fit in to traditional WealthTech solutions, and which businesses in the WealthTech space are getting it right today.
Tune in to the on-demand recording below to learn more!
5:00 - How Michael and Daniel met at the Future of Fintech
7:30 - Why the "wealth" piece of WealthTech is table stakes in our industry, and how integrated behavioral elements with technology can take companies to the next level
11:20 - How the classic "hero's journey" applies to the advisor-business owner relationship
12:40 - The one behavioral change Netflix embedded into their technology to drive viewing time up by 70%
17:30 - Why Daniel believes money CAN buy happiness...sort of
20:45 - The opportunity advisors have to help business owners pursue not just wealth, but a greater mission
27:30 - The WealthTech companies getting it right in the space today
41:00 - Why creating meaning in our work directly affects our happiness
