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Part 2 - Emerging trends and the role of technology in the Wealth Industry - Gavin Spitzner, President of Wealth Consulting Partners
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Sisällön tarjoaa Mark Akeroyd. Mark Akeroyd tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Welcome to Part 2 of our discussion with Gavin Spitzner of Wealth Consulting Partners.
In this episode Gavin & Mark will continue to unpack the diversity conversation as well as tackle:
- How businesses may leverage this proposition to change their team structures
- How good businesses stand out from the crowd
- Balancing the challenge between hyper personalisation and commerciality
- What the top growing firms do
- Matching emotional propositions with advises logic and expertise
To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io
More of a visual person? You can watch the episode on our youtube channel here.
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