Episode 18: Entering the Matrix: A View from Inside the Future of Wealth Management
Guests: Ben Weisshaut, Founder and CEO of Wishlife and Mang-Git Ng, Founder and CEO of Anvil Foundry
Fin-tech is a buzz word within the financial services and wealth management space. Thinking about the future intersections between technology and the delivery of financial advice is a really fun exercise. Silicon Valley has been a hub for innovation and design for many years. A tremendous amount of wealth has been created through “start-up” ventures. These ventures have created a whole new set of rules for the life-cycle of businesses.
Ben Weisshaut and Mang-Git Ng are both founders of companies looking to modify the wealth management landscape. In today’s episode we’ll investigate the future of technology in the advisory space and the role owners play in the culture creation at their companies.
Independence Playbook Part 7: A Credible M&A Strategy
Independence Playbook Part 6: Remove Compliance and Legal Red Tape
Independence Playbook Part 5: Move Beyond Antiquated Technology
Independence Playbook Part 4: Best Practices for Operations
Independence Playbook Part 3: Marketing YOUR New Brand
Independence Playbook Part 2: The New Transition Checklist
Independence Playbook Part 1: All Things Due Diligence
The Future of Wealth Management
How Great Leaders Combine Data and Instinct to Produce Results
Getting the Inside Scoop on the Independent Space: A Conversation with Ben Harrison
How to Find and Keep the Best Talent within Your Organization
Inside the Deal Part 4: Integration
Inside the Deal Part 3: Closing
Inside the Deal Part 2: Execution
Inside the Deal Part 1: Deal Readiness
Improving Your Communication as a Leader
Trends in the Off-Shore Advisory Space
Hungry, Humble, Smart
What it means to be a "Schwabie" - Examining the Powerful Culture of Charles Schwab through the Stories of its People
Making the Uncomfortable, Comfortable: How to Discuss the Meaning of Wealth as a Financial Advisor
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