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

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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Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services is an episode from Standard Deviations with Dr. Daniel Crosby by Standard Deviations with Dr. Daniel Crosby.

This episode is 00:49:48 long.

This episode was published on Dec 12, 2024.

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