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Financial advisors are much more than just “money experts” and their role is evolving from traditional wealth counseling to a more personalized wealth coaching approach. As investors' needs become more complex, advisors are relying heavily on technology to help them become more efficient and streamline operations. By saving time and money, they are truly able to focus on a holistic approach to their clients.

In this episode, Shannon Rosic, WealthStack's director of content and solutions, talks with Urs Bolt, a well-known financial mentor and coach, about what's driving this change.

Shannon and Urs also discuss:

• How personalization drives innovation
• Where advisors, along with technology, can add value
• The importance of financial education
• Trends in the Wealthtech space outside the US

Connect with Shannon Rosic:

Connect with Urs Bolt:

About our guest:

Urs Bolt is an expert in WealthTech and financial (crypto) ecosystems, based in Switzerland. Over 30 years of experience in wealth management, investment banking and technology related businesses. He helps financial services providers and technology companies review/refocus business strategies, advise on strategic projects, develop solutions and markets, and build business partnerships. He is also active as a speaker, moderator, micro-blogger, lecturer and author; recognized as a global opinion leader in #WealthManagement, #WealthTech, #DigitalAssets. In addition, Bolt is a member of advisory boards and jury panels: FT PWM WealthTech Awards, Global Wealth & Society, WealthBriefing Editorial Board and Swiss Awards, Blockchain Competition for Finance.