The future is right here and right now, but how can Wealth Management firms become masters of their own future against a tide of regulation, new client expectations and intense competition? In this podcast that followed the webinar “How to build an innovative financial advisor in under seven months?” founder and CEO of Kidbrooke Fredrik Davéus discusses with the CEO of Evida, August Schmitz, what Wealth Managers need to consider and act upon if they are to make the future their own.
How to build an innovative financial advisor in under 7 months
The future is right here and right now, but how can Wealth Management firms become masters of their own future against a tide of regulation, new client expectations and intense competition? In this podcast that followed the webinar “How to build an innovative financial advisor in under seven months?” founder and CEO of Kidbrooke Fredrik Davéus discusses with the CEO of Evida, August Schmitz, what...
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