49. From Mom's Checkbook to Rebuilding the Industry: Alex Potts on Human-Centered Wealth скачать в хорошем качестве

49. From Mom's Checkbook to Rebuilding the Industry: Alex Potts on Human-Centered Wealth

Clients walk into meetings informed now. They’ve read articles, run scenarios, and heard opinions from everywhere, yet many still leave unsure about what actually fits their life. That moment reveals where advice either deepens or flattens. In this conversation, Marla talks with Alex Potts, visionary CEO who scaled Loring Ward and Buckingham Strategic Partners to over $50B in assets, all while keeping the human side of wealth front and center.  Through personal stories and hard-earned perspective, Alex explores how advisors earn trust when technology speeds everything up, but understanding still carries the relationship forward. Main takeaways • AI raises client expectations, which makes empathy, judgment, and context the parts of advice clients notice most. • Advisors who grow without burning out keep learning about their clients over time instead of treating discovery as a one-time task. • The strongest practices expand by paying attention to tension in a client’s life and responding with care, not by pushing more solutions. Connect with us!  • Marla Sofer on LinkedIn (  / marlasofer  ) • Knomee (https://knomee.com/) • Alex Potts on LinkedIn (  / alex-potts-5aa2792  ) • MCAP Ventures (https://www.mcapventures.net/)