Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
The Future Client and the Future Advisor
02:17 • 6min
The Future of Wealth Management
08:13 • 4min
The Decumulation Paradox
12:24 • 4min
The Future of Wealth Management
16:36 • 2min
How to Pick Products and Execute on Technology
19:00 • 5min
AI and the Future of Advice
23:43 • 5min
AI and the Future of Customer Advice
28:38 • 1min
The Future of Computers
30:03 • 3min
The Future of Financial Advisors
33:06 • 4min
The Future of Financial Technology
37:19 • 3min
The Future of Wealth Management
40:34 • 3min


