Insights | 11.06.19
Portfolio Podcast Episode 3: Discussing the Industry’s Million-Dollar Questions with Rob Comfort
How do we pair technology with the human experience of a financial advisor? “That’s the industry’s hundred-million-dollar question,” CUNA Brokerage Services President Rob Comfort says.
In Episode 3 of the BISA Portfolio Podcast, BISA’s Rich Blake interviews Comfort, author of the article “Mired in a Holding Pattern,” which was published in the 2019 edition of BISA’s magazine, Portfolio.
In this episode, Comfort revisits his article and elaborates on the industry’s current challenges, including the struggle to increase household penetration. Comfort also addresses some of the key points of his article, such as consumers’ six core financial needs and the importance of gaining leadership buy-in when implementing new strategies.
To learn more about the industry’s current challenges, read “Mired in a Holding Pattern” by Rob Comfort.