EIG Behind the Scenes: Technology and the Human Connection

Financial information can be valuable, but understanding how it fits into your bigger financial picture is what makes it meaningful. In the second installment of the Money Sense series, Behind the Scenes at EIG, Brett Engelking, Director of Systems, Operations and Investments at Ellenbecker Investment Group, is joined by Kristina Schnuckel, Director of Client Experience. Together, they continue their look behind the scenes at EIG, exploring how clients receive information about their investments and financial plan, along with the technology and tools designed to help them stay informed and engaged. The conversation covers EIG's consolidated reporting, Total View portal and mobile app, ongoing client meetings and educational opportunities. Brett and Kristina also discuss how technology has changed the financial services industry, while the importance of personalized advice and human connection has remained. They explore what clients should expect from a wealth advisor beyond investment performance, how financial planning brings investments, taxes, retirement income and other considerations together, and how EIG is thoughtfully incorporating artificial intelligence behind the scenes to create efficiencies while keeping people at the center of the client experience. Episode Highlights: 0:27 | Continuing Behind the Scenes at EIG with a closer look at client reporting and technology 1:12 | Why monthly investment statements may not tell the complete performance story 2:28 | EIG's Consolidated Asset Summary and Total View portal 3:43 | Accessing financial information through the EIG mobile app 4:08 | Seeing the complete household financial picture 4:35 | The difference between EIG's investment and tax portals 5:36 | Ongoing client meetings and reviewing investments, taxes, cash flow and retirement projections 7:16 | How technology has transformed financial services and the EIG client experience 9:52 | Why EIG doesn't take a one-size-fits-all approach to investing 11:08 | The value of a financial advisor beyond investment performance 13:07 | Incorporating tax strategy, charitable giving and risk management into financial planning 14:05 | The human side of financial planning 14:48 | Client education, seminars and financial resources 16:48 | Preparing for the transition into retirement 17:28 | Artificial intelligence in financial services 18:14 | How EIG is using AI behind the scenes 19:47 | Navigating financial information and advice online 20:30 | Why AI can't replace human collaboration and professional coordination 22:00 | What's ahead in the Behind the Scenes at EIG series ELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management services for individuals, families, businesses, and charitable organizations. EIG's planning-first approach helps clients align their financial decisions with their values, goals, and long-term vision for the future. Website: ellenbecker.com This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to specific products, services, legislation, or organizations do not imply endorsement by Ellenbecker Investment Group. Before making financial, tax, or estate planning decisions, consult with qualified professionals familiar with your individual circumstances.