Max Lane

Max Lane, CEO of Flourish, is on a mission to revolutionize wealth management. He shares insights on the evolution from product-focused advising to the emerging Wealth 3.0, emphasizing the need for advisors to meet millennial clients' tech-savvy expectations. Max discusses how generative AI can enhance client engagement through personalized financial planning. He also suggests strategies for boosting organic growth, like improving lending capabilities and modernizing outdated annuities, while underscoring the importance of data integration in enhancing advisor-client relationships.