Ep 7 - Jim Bowen - What’s the Secret to Success in Financial Services? - ROI Podcast

Nov 3, 2023

Jim Bowen, CEO of First Trust, talks about the importance of intellectual freedom, service to others, and challenging the narrative in the financial services industry. They discuss the value of financial advisors, the implication of lack of diversity of thought in universities, views on inflation and its potential impact on the economy, and American exceptionalism, citizen engagement, and social media's impact.

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Introduction

00:00 • 2min

The Value of Financial Advisors

01:42 • 4min

Implication of Lack of Diversity of Thought in Universities

05:57 • 2min

Views on Inflation and Potential Impact on Economy

07:39 • 13min

American Exceptionalism, Citizen Engagement, and Social Media's Impact

20:44 • 8min