Adviser Tech Adoption Trends
In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya speaks with Catherine Williams, Head of Practice Management at Dimensional Fund Advisors. Catherine draws on her 20+ years in the investment industry to highlight key findings from the 2021 adviser study on technology adoption. She explains how faster-growing firms are leveraging tech to streamline processes, strengthen client relationships, and scale more effectively.
UK vs US Adviser Trends
The conversation explores differences between the UK and US adviser markets, particularly around assets under management (AUM) and revenue per adviser. Catherine provides context on how cultural and structural variations affect growth and profitability across these two regions.
Characteristics of High-Growth Firms
Catherine and Abraham discuss the traits of firms that are growing faster than their peers. From embracing technology to refining client service models, Catherine highlights the habits and strategies that separate industry leaders from laggards.
Catherine’s Approach to Retirement
Beyond industry trends, Catherine also shares her personal approach to saving for retirement. Her perspective offers advisers an example of how experienced industry leaders manage their own financial futures.
Why Advisers Should Listen
This episode provides advisers with valuable insights into technology, growth strategies, and international comparisons. It underlines the importance of tech adoption and client focus in driving long-term success.
To hear the full discussion, tune in to Adviser 3.0 The Podcast or explore more insights on Timeline.
