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Day Two Live from the Future Proof Festival
Bloomberg Businessweek
Generational Perspectives in Wealth Management
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This chapter explores the evolving dynamics of wealth management as technology reshapes the financial landscape. It contrasts the preferences of younger clients for digital engagement with the enduring need for personal connections in financial advice. Highlighting various life stages and personal influences, the discussion underscores the significance of structured financial planning and proactive client awareness.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode