Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon
WealthTech Today
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Exploring WealthTech Trends
This chapter introduces the wealth and investment management industry through the lens of Tiburon Strategic Advisors, discussing its evolution and key focus areas. The conversation highlights significant trends shaping WealthTech, including target markets, product offerings, marketing challenges, and industry structure changes.
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