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23. The Top 3 Most Overlooked Issues Facing Wealth Management
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In this episode of From the Ground Up, we discuss strategies for startups deciding whether to hire new talent, improve current systems, or use technology to tackle growth challenges. We highlight the risks of staying complacent, especially for advisors nearing retirement, and debate whether bringing in fresh expertise is better than optimizing existing processes. We also dive into overlooked issues in wealth management, such as the need for clearer service models and better communication about the role of advisors.
And stay tuned until the end to hear the results of the Enneagram quiz they take!
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Take the quiz we took this episode: Enneagram Personality Test
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