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Вміст надано moneymarketing. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією moneymarketing або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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In Conversation With…Tessa Lee, Managing Director at moneyinfo
Manage episode 425695669 series 2645166
Вміст надано moneymarketing. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією moneymarketing або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
On this episode of "In Conversation With...," host Kimberley Dondo sits down with Tessa Lee, Managing Director at moneyinfo, to dive into the findings from recent research by moneyinfo and Compeer. They explore the evolving digital landscape in financial advising, highlighting what high-net-worth investors now demand in digital services, the specific tools clients and advisers seek, and the biggest challenges advisers face in meeting these digital expectations. Tune in for insights on leveraging back-office digital tools, emerging trends, and future opportunities in financial advising.
160 епізодів
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Manage episode 425695669 series 2645166
Вміст надано moneymarketing. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією moneymarketing або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
On this episode of "In Conversation With...," host Kimberley Dondo sits down with Tessa Lee, Managing Director at moneyinfo, to dive into the findings from recent research by moneyinfo and Compeer. They explore the evolving digital landscape in financial advising, highlighting what high-net-worth investors now demand in digital services, the specific tools clients and advisers seek, and the biggest challenges advisers face in meeting these digital expectations. Tune in for insights on leveraging back-office digital tools, emerging trends, and future opportunities in financial advising.
160 епізодів
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