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Humanizing Wealth Management with Mike LaMena

2021-05-23

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In this episode, we talked about the growing and changing ways in which financial advice is delivered, what clients and advisors can do to have an impactful relationship, how fintech fits into our financial situations, and how the pandemic has sped up the pace of innovation and adoption with Mike LaMena, AIF, SHRM-SCP and CEO of Wealthspire. Listen to learn about the human side of wealth management!

For the Difference Making Tip, scan ahead to 18:16!

You can learn more about Mike at Wealthspire.com, Facebook, Twitter, YouTube and LinkedIn.

We’re honored to have been named one of the top podcasts for investing!

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George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020!

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You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.