I am a Tech Strategist. It’s true because it’s listed within my LinkedIn headline.
While on the phone with my amazing consultant friend, I mentioned that I am doing a lot more tech talking and a little less tech implementing. “Our industry needs Technology Therapists!” she said. “The trend makes sense. There is a lot to talk about if you’re an advisor managing fintech decisions…”
FinTech Technology Therapist? Is that a thing? I think I’m proving the title’s existence.
The Struggle: Our industry is one of the quietest. We talk about people and at people, but we are slow to share, network with others and teach – in fear of losing the competitive edge. Lifelines such as Twitter’s #FinTwit crew and communities like XY Planning Network have begun to ask the hard questions, bringing together groups of people with differing opinions. It’s a great start to begin bridging the gap of RIA isolation. The goal of such communities is to offer knowledge & understanding, thus turning motivation into action. As an industry, we must begin to talk through our needs, wants, goals & hurdles with strategy in mind. Ideas come to life with realistic strategy.
What it Takes: Break free from the excuse heard all too often – “I don’t know what I don’t know!”
- Be your own advocate. Reach out to the community, listen and learn from others.
Ask and be asked.
- Be honest & humble. Share your challenges and fears while leaving your ego at the door. It’s amazing how much others share when they are in a safe & relatable space.
- Be open to outside opinions & ideas. You must be ready to hear the good, the bad & the ugly. True networking means taking the tough feedback and turning it into actionable change.
I am not going to update my LinkedIn headline anytime soon – I am happy to keep talking and learning from others in this fantastic industry.