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The Future is Built Not Bought
Manage episode 481436141 series 2896155
المحتوى المقدم من Matt Reiner. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Matt Reiner أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
The most successful firms aren’t the ones that fear change—they’re the ones that actively lead it. That’s the mindset Todd Pisarczyk brings as we talk about how senior advisors and firm leaders can future-proof their practices in an age of rapid technological transformation. From experimenting with AI tools like ChatGPT to creating standout client experiences inspired by outside industries, Todd shares how curiosity and intentionality can drive real results.
Rather than waiting for tech solutions to be handed down by vendors, Todd leads by example—testing tools, learning alongside his team, and embedding innovation into his firm’s culture. He also challenges the conventional definition of client service, making a compelling case for crafting high-touch, memorable experiences that reflect care and excellence. And he connects it all to a deeper purpose: building a legacy firm that’s not just operationally sound, but deeply human and built to last.
For leaders looking to stay ahead, it’s a conversation about mindset, action, and elevating every part of the advisory business.
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