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Monetary advisors are rather more than simply “cash consultants,” and their position is evolving from conventional wealth advising to a extra customized wealth teaching strategy. Because the wants of traders turn out to be extra complicated, advisors are relying closely on expertise to assist them turn out to be extra environment friendly and streamline operations. By saving money and time, they’re really in a position to give attention to 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 expertise, can add worth
- The importance of monetary literacy
- Developments within the wealthtech area outdoors of the U.S.
Join with Shannon Rosic:
Join with Urs Bolt:
About Our Visitor:
Urs Bolt is an skilled in WealthTech and ecosystems in (crypto) finance, based mostly in Switzerland. 30+ years’ expertise in wealth administration, funding banking and associated expertise companies. He helps monetary service suppliers and tech corporations to assessment/refocus enterprise methods, advise on strategic tasks, develop options and markets, and construct enterprise partnerships. He’s additionally lively as a speaker, moderator, micro-blogger, lecturer, and writer; recognised as a worldwide opinion chief in #WealthManagement, #WealthTech, #DigitalAssets. Along with this, Bolt is a member of advisory boards and jury panels: FT PWM WealthTech Awards, World Wealth & Society, WealthBriefing Editorial Board and Swiss Awards, Blockchain Competitors for Finance.
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