The Fuse Show · 2024-09-05 · 53 min
This Week on The Fuse Show, Natalie and Brian talk with John Euart, Associate Partner at McKinsey & Company. Key Takeaways [04:11] - John’s professional background and what led him to McKinsey and to specialize in industry trends? [07:09] - As an industry, we have talked extensively about the great generational wealth transfer and also succession planning for the advisors planning to retire by 2035. Considering this, why are we seeing a reluctance among advisors to take action with the younger generation and with their own retirement? [12:46] - Does John think that advice is becoming more scalable as more private equity comes into the industry? [13:22] - Does John think that the generational wealth transfer is more of an industry game changer or just a current buzzword or focal point? [15:28] - How does John think AI use will evolve within the RIA space going forward? [21:25] - Since AI is such a rapidly evolving feed, where should advisory firms look to invest within the AI space to help them grow down the road? [22:27] - Everyone’s take on whether AI is an industry game changer or just a buzzword. [24:53] - How important is it for a client to have a “one stop shop” experience?
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