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Wealth Management and the 'Great Normalization' with Lisa Shalett

Masters in Business

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From Consulting to Wealth Management

This chapter chronicles the career transition of an individual who navigated diverse fields before finding their passion in wealth management. It also explores significant mergers and changes within financial firms like Sanford Bernstein and Merrill Lynch, highlighting the challenges of leadership amid crises. The discussion reflects on the evolving landscape of wealth management and the importance of innovation and client outreach in an increasingly competitive industry.

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