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Part 1 - Emerging trends and the role of technology in the Wealth Industry - Gavin Spitzner, President of Wealth Consulting Partners
Manage episode 328469266 series 3333605
Mark Akeroyd에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mark Akeroyd 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this exciting episode, Mark is joined by Gavin Spitzner, Founder and President of Wealth Consulting Partners based out of New Jersey.
As well as being a strategic advisor across a breadth of specialties, Gavin has partnered with numerous top 25 U.S. and Global banks, broker-dealers as well as asset managers, RIAs and Fintech/WealthTech firms to develop and implement innovative advisor and client experience solutions leveraging modern technology and processes to improve top and Bottomline business performance. We're also very proud to say Gavin is part of the Lumiant board.
In part 1 of this 2 part series Gavin and Mark discuss:
- The difference between effectiveness & efficiency
- The emerging requirement for hyper personalisation within advice experiences
- How a values based proposition is good business
- The impact of repeatable process and effective data flow on business valuations
- How a differentiated proposition will not only have impact on attracting new clients but also diverse talent to the industry.
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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