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Will AI Be a Game Changer in Wealth Management?
Manage episode 407147508 series 3558249
David Nilssen에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Nilssen 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.
Nathan Donohue is the Co-founder and Partner of Consilio Wealth Advisors, an SEC-registered independent wealth management firm for technology professionals. As Partner and Advisor, he drives firm strategy, execution, and internal processes for the team. Nathan is a Certified Financial Planner (CFP) who started his financial planning practice in 2008 while finishing college. He is also a volunteer with Big Brothers Big Sisters of America and is a member of Entrepreneurs’ Organization Seattle.
In this episode…Throughout their careers, everyone is encouraged to save money. But what does this entail? Many people lack an adequate understanding of finances and lose control of their personal lives. How can you manage your funds without working your life away?
You work hard for your money. But Nathan Donohue says not to let it steal your freedom. Life is about accumulating memories, not cash. He recommends hiring wealth advisors to help you navigate the complexities of the financial landscape and make informed decisions to achieve your financial objectives. Nathan manages an advisory firm that guides and helps clients feel confident about their financial decisions.
In this episode of The Future is Borderless, David Nilssen sits down with Nathan Donohue, Co-founder and Partner of Consilio Wealth Advisors, to discuss wealth management tips. Nathan talks about wealth management and how he got into the space, the start of Consilio and how it helps its clients, and how the financial services industry is evolving.
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