Insurance is an important part of financial planning and wealth planning. Technology can help insurance brokers more effectively bring useful products to their clients, which can in turn help those clients maintain and protect their wealth. Today’s guest understands how cutting-edge technology can help advisors streamline processes, manage tasks, and discover unexpected efficiencies. Most importantly, he recognizes the importance of maintaining a human touch in the process.
Aly Dhalla is the CEO and Co-founder of Finaeo, a startup that was created to help insurance advisors thrive in a digital world. Finaeo provides advisors with a digital tool-kit and an on-demand concierge back-office. This enables advisors to create what Aly calls the Bionic Advisor – a human advisor empowered by technology. Listen to the episode to hear more about what Finaeo is all about, what a bionic advisor looks like, and how technology impacts the advisory field now and in the future.
Topics Discussed in This Episode:
Links and Resources:
Quotes from Aly:
“Our vision and mission is to empower advisors around the world with technology that makes their lives easier.”
“I think technology is a great solution to do the same activity over and over again without making a mistake. And effectively, that’s compliance.”
“Go back to your last five sales, go back to your last ten clients, and ask yourself: which one of these ten did I go above and beyond for?”
We haven’t spoken much about insura...
