Ep 77: Strategic perspectives on scale and independence – Matt Brinker
Between Meetings with Matt Heine
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The Importance of Scale in Wealth Tech
Amitai Etzioni: It's the first day of realization that wealth tech and it's a big broad bucket is way more effective. And like I said, scaling the scalable, right? So scaling a lot of the the middle office functionality. The firms that sort of figure out the next sort of hack beyond that is that their understanding that technology isn't necessarily going to scale and grow the business. He says he sees advisors using digital tools on the tip of the spear of the client engagement that tend to be differentiated.
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