Wealth Management with a Difference
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Wealth Management with a Difference
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概要
In this episode, Paolo Sironi interviews April Rudin and Nick Rice to explore their new book Wealth Management with a Difference, an essential guide for advisors and firms navigating an era of unprecedented wealth transfer, where millennials, Gen Z, and women are poised to inherit trillions while technology revolutionizes financial services. From understanding demographic trends, like serving tech-savvy younger clients and empowered women, to mastering retirement planning, wealthtech tools, and digital marketing, April and Nick explore how to build deeper connections between wealth managers and clients and how to drive business efficiency. Whether you’re an advisor seeking to elevate client engagement or a firm leader aiming for sustainable growth, this conversation provides actionable frameworks to thrive amid disruption.
LINKEDIN
https://www.linkedin.com/in/aprilrudin/
https://www.linkedin.com/in/nick-rice-028b1948/
INSTAGRAM
@aprilrudin
@brunswickgroup
TWITTER
@TheRudinGroup
@BrunswickGroup