Expert Series ·
S2 · E6
RIA Growth: The New Experience Infrastructure
About this episode
Founder and CEO Rich Cancro shares how AdvisorEngine applies their guiding principles of Personal, Scientific and Beautiful to create a world-class wealth management platform for Registered Independent Advisors.
In this conversation we dig into what’s actually working, where teams get stuck, and the practical moves leaders can make right now — a candid look at the strategy, the trade-offs, and the human side of building great financial services experiences.
In this episode
- 02:16 A Tesla ride and the meaning of delight
- 05:04 Why "beautiful" belongs in financial services
- 06:28 AX, BX, CX: three experiences, one platform
- 09:18 Building dashboards from 400 client interviews
- 13:15 The referral call that never comes back
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