Between Meetings with Matt Heine cover image

Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Rey

Between Meetings with Matt Heine

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Introduction

Exploring the significance of experience and cultural fit in financial advising, emphasizing alignment in goals to drive impactful change. The chapter serves as an introduction to the podcast, featuring discussions with industry leaders on technologies, business models, leadership lessons, and trends in financial services.

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