AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
12min chapter
Broadcasting Live from the Future Proof Festival
Bloomberg Businessweek
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.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode