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11min chapter
David Fortunato, CEO of Wealthfront - $70Bn AUM & Climbing, From Engineer to CEO, Relentless Focus on Automation, The Future of Wealth Management
Fintech Leaders
Innovative Fintech Strategies for Younger Generations
This chapter explores a fintech company's SaaS approach to wealth management, focusing on aligning incentives with client success. It discusses strategies for targeting millennials and Gen Z, emphasizing long-term relationships and smart marketing investments. Additionally, the chapter highlights the importance of balancing short-term and long-term decision-making to accommodate the evolving financial needs of digital natives.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode