What’s the biggest challenge in wealth management today? Is it just one thing? Join Adam and Derek as they ask 10 different thought leaders what they think the biggest challenge is and what they’re doing to overcome them. From bringing in the next generation of advisors to financial literacy we dig into the brilliant insights of our guests in this fast paced conversation to mark the release of our 50th episode of Rethink!

In this episode Adam and Derek speak with 10 thought leaders during the WealthStack conference and chat about:

Bringing in new talent
Deepening client relationships with Alternatives
The importance of a holistic peace of mind process
Distribution planning
A lack of financial education
Paying more attention to the digital client experience and AI
Mentorship programs
Accessing your data
Realtime Wealth Management
Differentiation as an advisor
And lots more!

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The biggest challenge facing wealth management with Derek Notman and Adam Holt