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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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محتوای ارائه شده توسط Mark Akeroyd. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Mark Akeroyd یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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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