In this episode, Eric talks with Joe Cantanucci, CEO and Founding Partner of AdvisorLink, about today’s rapidly changing financial advisory industry. With 25 years of experience, Joe shares practical insights on how remote work is reshaping productivity, mentorship, and client relationships in a field that is about to experience the Great Wealth Transfer.
What We Cover in “Remote Work in Today’s Financial Advisory Industry”
Chapters in “Remote Work in Today’s Financial Advisory Industry”
00:00 – Remote Work Challenges vs. Traditional Office Expectations
01:41 – The Old School Mentality vs. New Work Models
03:27 – Productivity and Family Balance in Remote Work
05:48 – Mentorship Challenges for Young Professionals
08:15 – Office Culture and After-Hours Expectations
11:12 – Building Client Relationships Virtually vs. In-Person
14:20 – Changing Client Meeting Preferences and Expectations
18:02 – Work-Life Balance and Measuring Productivity
21:43 – Financial Advisory as a Career Path for Young People
27:01 – The Great Wealth Transfer and Succession Planning
32:00 – Technical vs. Relationship Skills in Financial Advisory
37:55 – The Impact of AI on Financial Services
42:00 – Technology Lowering Barriers to Entrepreneurship
Joe Cantanucci & AdvisorLink
Related episodes: Developing Soft Skills and AI at Work with Robin Daniels | Serious People Will Always Read with Eric Jorgenson
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LinkedIn: linkedin.com/in/erickasimov/
Credits:
Music by Jess & Ricky: SoundCloud
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