Broadcasting Live from the Future Proof Festival
Bloomberg Businessweek
00:00
Navigating Wealth: The Future of Financial Advising
This chapter explores the intricate dynamics of wealth management, focusing on the pivotal role of succession and legacy planning in financial advising. It delves into the challenges posed by generational shifts, the importance of continuity during leadership changes, and the necessity for strategic acquisitions. Additionally, it emphasizes the need for an ownership mindset and innovation within firms to meet evolving client needs and enhance overall value.
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