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Monetary advisors are way more than simply “cash specialists,” and their function is evolving from conventional wealth advising to a extra customized wealth teaching strategy. Because the wants of traders change into extra advanced, advisors are relying closely on know-how to assist them change into extra environment friendly and streamline operations. By saving money and time, they’re actually capable of concentrate on a holistic strategy for his or her purchasers.
On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Urs Bolt, a well-known monetary mentor and coach, about what’s driving this shift.
Shannon and Urs additionally focus on:
- How personalization drives innovation
- The place advisors, coupled with know-how, can add worth
- The importance of monetary literacy
- Tendencies within the wealthtech house exterior of the U.S.
Join with Shannon Rosic:
Join with Urs Bolt:
About Our Visitor:
Urs Bolt is an knowledgeable in WealthTech and ecosystems in (crypto) finance, primarily based in Switzerland. 30+ years’ expertise in wealth administration, funding banking and associated know-how companies. He helps monetary service suppliers and tech corporations to overview/refocus enterprise methods, advise on strategic initiatives, develop options and markets, and construct enterprise partnerships. He’s additionally energetic as a speaker, moderator, micro-blogger, lecturer, and writer; recognised as a world opinion chief in #WealthManagement, #WealthTech, #DigitalAssets. Along with this, Bolt is a member of advisory boards and jury panels: FT PWM WealthTech Awards, International Wealth & Society, WealthBriefing Editorial Board and Swiss Awards, Blockchain Competitors for Finance.
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