Sean Wing on Delivering Continuous, Proactive, Hyper-Personalized Fiduciary Advice at Scale

Guest: Sean Wing, the Founder and CEO of Wing.

In a nutshell: How often do you provide high-value financial advice to your clients?

Monthly? Quarterly? Annually?

But ... how often do their lives change?

How often do their feelings about their money shift?

How often are they nervously staring at market drips and trade wars on social media wondering, "Am I OK?"

If you're waiting around for your clients to call you every time they're pondering a career change or confused about a new tax law, then your process might be too static, too reactive.

Increasingly, AI will try fill that void in your workflow and your workforce. But advisors who embrace what I call the "human plus" model can use AI to enhance their client experience and take advantage of year-round opportunities to demonstrate your true value as a coach and decision partner.

On today's episode, Sean Wing explains why he set out to build a "Google Maps for your financial life." Sean and I also discuss whether AI will compress human advisor compensation or elevate the human relationship into a luxury service.