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Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services

Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services

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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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