The Connected Advisor
The Evolution of Insurance and Wealth Management
The Evolution of Insurance and Wealth Management with Heather Kelly
Episode 008: In this week’s episode of Milemarker’s Connected Podcast, I talk with Heather Kelly, Executive Vice President at Allianz. We dissect the nuances of building trust in advisor-client relationships, utilizing technology to its full potential, and embracing the evolving insurance landscape.
A seasoned professional in the wealth management industry, Heather shares insights into Allianz’s innovative approach to digital integration and the future of the industry, including the growing trend of incorporating insurance into RIA practices.
Here are a few key takeaways from this week’s ep:
Be genuine and deliberate in your interactions with clients and colleagues.
Honest conversations are essential for building trust and understanding.
The trend of incorporating insurance into RIA practices is growing.
The fastest-growing firms are willing to try new approaches, are not afraid to stop if something isn’t working, and are always looking for ways to improve.
The episode is available now on your favorite podcast platform:
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If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.
Kyle Van Pelt
