Jessica serves as a subject matter expert in operations, digital transformation, workflows and continuous process improvement. Jessica’s passion for helping scale RIAs grew organically during the more than 10 years she spent at Buckingham Strategic Partners. There, Jessica worked with leadership and wealth management teams to help execute strategic plans to scale growth at a rapid pace while culturally making it a top workplace. As a CFP®, Jessica works diligently to advocate for solutions that enhance and deepen the advisor/client experience and the meaningful way financial planning is delivered today. Jessica lives in San Jose and when not reading up on the latest WealthTech trends, she enjoys hiking in the California redwoods, cycling and wine tasting.
The ability to provide financial education and literacy to wider markets through scale created in leveraging technical solutions. The industry is changing in real-time to include a new pool of investors. These investors will need guidance as they transition from retail investor into the important phases of accumulation, risk management and decumulation.
Ask all the dumb or obvious questions and trust your instincts. You’ll never know what status quo you could disrupt or challenge to break the mold beyond what it is today. Questions like “Why do we do that?” are being asked daily as tech changes the landscape of how we operate above and beyond what we did before.
Paper! While it’s still used today, many firms are making the investment and challenging their status quo to go “paperless.” Transacting digitally will be one of the greatest opportunities we have to transform how we deliver exceptional service in terms of speed, accuracy and security, just to name a few.