Everything around advisors is moving fast, and Patrik Delaney has spent twenty-five years watching the industry shift under their feet.

In this conversation, he and Rebecca dig into what is driving those changes, why traditional education is no longer enough, and how the most successful advisors are learning to inspire behavior rather than just explain it.

Pat breaks down how demographic pressure, AI, and participant expectations are reshaping advisory work. More importantly, he explains why the qualities of great coaches, like curiosity, courage, and compassion, may matter more for advisors going forward than technical skill alone.

Listeners can expect insights on:

The rise of coaching-based communication in financial advice
Why younger investors seek emotional connection as much as expertise
How AI may change advisor responsibilities
The Grow framework for encouraging real behavior change
And more!

Resources:

The Next Wave of Advice

Connect With Patrick Delaney:

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About Our Guest:

Patrick Delaney is an insights director within U.S. Intermediaries – Advisor Engagement, the group focused on helping financial professionals understand and adapt to the changing face of wealth in the United States.

Patrick has been with T. Rowe Price since 2000, beginning in Retirement Plan Services. Prior to his current role, Patrick developed and delivered practice management content for financial professionals designed to help them learn, sell, and better serve their corporate retirement plan clients

Patrick earned a B.A. in economics from Gettysburg College. He is a Series 7 and 63 registered representative and state-registered broker-dealer.