Abraham Okusanya at HUM London 2021
Empires, Pirates & Adviser Technology
At the Humans Under Management London 2021 event, Abraham Okusanya, founder of BetaFolio, presented on the critical intersection of technology and financial advisory.
The talk addresses the pressing question of why technology within the financial advisory industry is stagnating and how advisers can reclaim agency in their practices. Okusanya draws parallels between the rise and fall of empires and the lifecycle of companies, highlighting the importance of innovation and rebellion against the status quo.
Key insights include:
- The decline of established firms often results from leadership focusing on resource extraction rather than innovation.
- Advisers are pivotal in influencing the financial technology landscape through their client assets.
- Embracing new technologies and supporting emerging firms can drive meaningful change within the industry.
- Complacency poses a significant threat; advisers must actively engage in transforming their practice.
Watching this video will equip financial advisers with actionable strategies to enhance their practices and foster stronger client relationships. Gain insights into how to navigate and disrupt the current technological landscape for greater success.
