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29min chapter
Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services
Standard Deviations with Dr. Daniel Crosby
Transforming Wealth Management
This chapter explores the evolution of wealth management from traditional financial advising to a more holistic approach that emphasizes understanding clients' emotional and behavioral needs. It critiques the conventional focus on product-based selling and advocates for a collaborative, empathetic methodology that integrates technology and personal connections. By shifting attention from merely financial goals to the overall client journey, the chapter calls for advisors to adapt their practices to meet the changing expectations of modern consumers.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode