#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center

“The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of us grew up in the industry learning about because the tech was so bad. But now that the tech is getting so good, the hard part is putting it all together in an elegant, streamlined way.”

— John Yackel, Head of Strategic Initiatives, Envestnet

As Head of Strategic Initiatives at Envestnet, John Yackel leads business development, advisor adoption, and growth strategies at Fiduciary Exchange, LLC. As a 28-year veteran of the industry, he will be leading Envestnet as they work to incorporate the critical solutions required for advisors and institutions into the Essential Envestnet Platform. John earned a B.A. in economics from Bucknell University and holds Series 7, 63, and 65 licenses.

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This episode of Wealth Management Today is brought to you by Ezra Group Consulting. If your firm is evaluating new technology or looking to improve your current wealth platform, you need to contact Ezra Group. Don’t spend another day using technology that doesn’t offer an elegant user experience. Your advisors and clients deserve better and you can deliver it to them with the help of Ezra Group.


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