Join Matt Heine as he sits down with Andrew Inwood, Global CEO of CoreData, to explore the dynamic world of financial services.
In this episode, Andrew delves into the critical role of financial literacy and the profound impact of intergenerational wealth transfer. He discusses the evolving responsibilities of financial planners and how technology and data are reshaping the industry. Andrew provides valuable insights into the challenges and opportunities facing financial services today, emphasising the importance of scalable solutions and strong client relationships. Listen in order to gain a deeper understanding of the future of financial planning and the strategies that can drive success.
