• The Top 3 Most Overlooked Issues Facing Wealth Management

  • Sep 19 2024
  • Durée: 49 min
  • Podcast

The Top 3 Most Overlooked Issues Facing Wealth Management

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  • Résumé

  • In this episode of From the Ground Up, we discuss strategies for startups deciding whether to hire new talent, improve current systems, or use technology to tackle growth challenges. We highlight the risks of staying complacent, especially for advisors nearing retirement, and debate whether bringing in fresh expertise is better than optimizing existing processes. We also dive into overlooked issues in wealth management, such as the need for clearer service models and better communication about the role of advisors.

    And stay tuned until the end to hear the results of the Enneagram quiz they take!

    Connect with us:

    • Zach Conway on LinkedIn
    • Kelsey McKenna on LinkedIn

    Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

    • Seeds Investor Website
    • Our Blog

    Take the quiz we took this episode: Enneagram Personality Test

    Ask Zach and Kelsey a question!
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