{"id":7047,"date":"2025-01-20T16:52:21","date_gmt":"2025-01-20T16:52:21","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/wealth-management-through-the-pandemic-the-surprising-value-of-personal-advice\/"},"modified":"2025-01-20T16:52:21","modified_gmt":"2025-01-20T16:52:21","slug":"wealth-management-through-the-pandemic-the-surprising-value-of-personal-advice","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/wealth-management-through-the-pandemic-the-surprising-value-of-personal-advice\/","title":{"rendered":"Wealth Management Through the Pandemic: The Surprising Value of Personal Advice"},"content":{"rendered":"\n<div class=\"podcastdotco-wrapper\"><iframe data-target=\"the-augmented-advisor\/wealth-management-through-the-pandemic-the-surprising-value-of-personal-advice\" src=\"https:\/\/play.pod.co\/the-augmented-advisor\/wealth-management-through-the-pandemic-the-surprising-value-of-personal-advice\" frameborder=\"0\" width=\"100%\" scrolling=\"no\" style=\"overflow:hidden;max-width:750px;height:160px;\" class=\"podcastdotco-player podcastdotco-player--episode\"><\/iframe><script src=\"https:\/\/play.pod.co\/embed\/frame-v1.js\"><\/script><\/div>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/_bEf9UOG9kc?enablejsapi=1\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">In this Episode<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.linkedin.com\/in\/kieranbol\/\" target=\"_blank\" rel=\"noreferrer noopener\">Kieran Bol<\/a>, Head of Platform Operations at PriceMetrix by McKinsey shares lessons from the company&#8217;s data on 70,000 advisors.<\/p>\n\n\n\n<p>Learn how our industry has fared through the pandemic. How advisors are growing (or not) and where value is actually being created for clients.<\/p>\n\n\n\n<p>Read a summary of the firm&#8217;s&nbsp;<a href=\"https:\/\/www.mckinsey.com\/industries\/financial-services\/our-insights\/the-value-of-personal-advice-wealth-management-through-the-pandemic\" target=\"_blank\" rel=\"noreferrer noopener\">2020 State of North American Retail Wealth Management report<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Our Guest<\/h2>\n\n\n\n<p>Kieran Bol, CFA, has been transforming data into insights for North American wealth managers for the last 10 years, with a focus on pricing and growth. Currently head of Operations and special projects at PriceMetrix, part of McKinsey &amp; Company, Kieran publishes whitepapers on the industry and deploys software and analytics solutions to help advisors better serve their clients and grow their businesses.<\/p>\n\n\n\n<p>Link to the latest PriceMetrix report <a href=\"https:\/\/www.mckinsey.com\/industries\/financial-services\/our-insights\/the-value-of-personal-advice-wealth-management-through-the-pandemic\">https:\/\/www.mckinsey.com\/industries\/financial-services\/our-insights\/the-value-of-personal-advice-wealth-management-through-the-pandemic<\/a><\/p>\n\n\n\n<p>Link to the full report PDF is <a href=\"https:\/\/www.mckinsey.com\/~\/media\/mckinsey\/industries\/financial%20services\/our%20insights\/the%20value%20of%20personal%20advice%20wealth%20management%20through%20the%20pandemic\/the-value-of-personal-advice-wealth-management-through-the-pandemic-f.pdf?shouldIndex=false\">HERE<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\" style=\"overflow:hidden;padding-top:50px;position:relative;\"><iframe src=\"https:\/\/embed.pod.co\/subscribe-button\/the-augmented-advisor\" frameborder=\"0\" scrolling=\"no\" style=\"border:0;height:100%;left:0;position:absolute;top:0;width:100%;\" class=\"podcastdotco-subscribe\"><\/iframe><\/div>\n","protected":false},"excerpt":{"rendered":"<p>In this Episode Kieran Bol, Head of Platform Operations at PriceMetrix by McKinsey shares lessons from the company&#8217;s data on 70,000 advisors. Learn how our industry has fared through the pandemic. How advisors are growing (or not) and where value is actually being created for clients. Read a summary of the firm&#8217;s&nbsp;2020 State of North&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7048,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[91],"tags":[122,123,124,125],"class_list":["post-7047","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcast","tag-augmented-advisor","tag-financial-advice","tag-pandemic","tag-podcast"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7047","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7047"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7047\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7048"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7047"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7047"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7047"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}