“In our industry, enterprise tools are archaic and hard to use, so the bar is set very low. There’s tons of opportunities for new entrants that can deliver better advisor experience.”
— Mike Sha, CEO, SigFig
David Canter, Executive VP, Head of the RIASegment, Fidelity Clearing & Custody Solutions, and Mike Sha, CEO and co-founder of digital advice technology vendor SigFig, may not have trained as a Jedi for 800 years, but they are leading members of the Wealth Management High Council and experts in optimizing Customer Experience (CX).
At the recent InvestWest Conference, I sat down with David and Mike to ask them about training young RIA firms, clearing your mind, simplifying your solutions, and looking into the ever-shifting future of the advice industry.