• Joe Duran - Humanizing the Future of Wealth Management

  • Dec 12 2024
  • Durée: 50 min
  • Podcast

Joe Duran - Humanizing the Future of Wealth Management

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  • Résumé

  • Tune in to hear:

    • What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere?
    • Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward?
    • What is an example of a compelling promise a wealth management firm could make to their clients?
    • Is it time for those who entered the business because they love picking stocks and crunching numbers to roll off, re-educate or learn new skills? Also, what can we do to attract the next generation of talent?
    • When Joe looks at the RIAs he’d want to invest in vs. those he would pass on, what are the defining differences between them?
    • How can Joe separate the wheat from the chaff during their vetting process?

    Links

    • Joe Duran on LinkedIn
    • Rise Growth Partners
    • Joe Duran on Twitter

    Connect with Us

    • Meet Dr. Daniel Crosby
    • Check Out All of Orion’s Podcasts
    • Power Your Growth with Orion

    Compliance Code: 3066-OAS-11/27/2024
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