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 this 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 Christina Schnuckel, Director of Client Experience. Together, they explore how EIG helps clients stay informed and engaged through consolidated reporting, technology, ongoing meetings and educational resources.

Brett and Christina also discuss how technology has changed financial services while EIG's personalized approach has remained. From the value an advisor provides beyond investment performance to the growing role of artificial intelligence, they share how technology can create efficiencies while human connection and collaboration remain 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.