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18min chapter
#347 - Elaine Agather - Chairman of DFW Region @ JP Morgan Chase - How A Texas Cowgirl Became The Chairman Of JPMorgan Chase (DFW)
The Fort - An Entrepreneurship Podcast
Navigating the World of Wealth Management
The chapter explores the evolution of private banking, emphasizing the importance of effective financial planning and management. It discusses strategies for family wealth transition, including the role of clear communication. The conversation delves into client relationship building, crisis management, and the integration of technology like AI in wealth management services.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode