Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther
WealthTech Today
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The Evolution of Wealth Management: From Robo-Advisor to Personalized Service
This chapter discusses the transformation of a wealth management firm that shifted from a robo-advisory model to serving high net worth clients through a registered investment advisor framework. It emphasizes the role of technology in enhancing client service and highlights the firm's growth and future strategic plans.
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