How AI Helps Advisors Build Trust with Alicia Rich

Update: 2025-07-22

Description

In this episode, Jack Sharry talks with Alicia Rich. Alicia is the Head of Client and Advisor Digital Enablement at Broadridge, a global fintech company specializing in investor communications, wealth management, and digital transformation solutions. In her role, Alicia focuses on designing seamless, personalized experiences that empower financial advisors to work smarter and build stronger relationships with clients.

Jack and Alicia discuss how her team is transforming the advisor experience by integrating intelligent technology with human insight. They explore how personalized content, CRM integration, and AI can deepen client relationships, improve decision-making, and demonstrate ROI. Alicia also emphasizes the importance of understanding clients’ values—not just their data—and discusses how AI can help advisors connect on a more human level.

In this episode:

(00:00 ) - Intro

(01:56 ) - Alicia's role at Broadridge

(02:41 ) - Common pain points in the digital advisor-client experience

(04:07 ) - Broadridge's current and developing projects

(06:00 ) - Real-world examples of simplifying advisor workflows and boosting engagement

(09:31 ) - Connecting data and content to deepen client relationships

(14:23 ) - Why MarTech is becoming essential to the advisor experience

(16:44 ) - How AI is transforming wealth management

(19:15 ) - Giving advisors deeper, more human insights with AI

(23:02 ) - How AI and behavioral science help personalize financial conversations

(27:38 ) - Alicia's key takeaways

(28:48 ) - Alicia's interests outside of work

Quotes

"The more you engage with clients, the more business they're going to do with you and the more they're going to trust you." ~ Alicia Rich

"Advisors are in the people business. They're in a relationship business. It's not about the sale of a product. It's about really understanding people." ~ Alicia Rich

"Digital advice is not just about technology and technology replacing humans. We focus on removing the friction. We want humans to do the best work they can, and we do and enable that." ~ Alicia Rich

Links