))
Episode 25: Integrating Technology and the Human Touch with Nataša Williams
Manage episode 431515588 series 3511449
Contenido proporcionado por Sam Sivarajan. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Sam Sivarajan o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Episode Summary
In this riveting episode of The Future-Ready Advisor, Sam Sivarajan talks with Nataša Williams, a seasoned financial advisor and the co-founder of Cadro, leading UK technology-based wealth management firm. Nataša shares her unique insights on the integration of technology in wealth management, the personalized approach to client relationships, and how these factors contribute to shaping the future of the industry.
Key Quote from the Episode [6:45]:
"Money is valuable only insofar as it allows you to do what you truly want to do. If you can get that, you're free. If not, you're enslaved to your money."
Topics Discussed in this Episode:
- The Evolution of Wealth Management [1:44]
- Client-Centric Approach to Wealth [7:08]
- The Impact of Regulatory Changes [13:12]
- Innovative Wealth Management Technologies [17:26]
Resources Mentioned in this Episode:
- Cadro Website [46:08]
- LinkedIn Profile of Nataša Williams [46:12]
Episode transcript:
Access the full transcript for the whole conversation.
- Subscribe to the Podcast: Don't miss an episode of The Future-Ready Advisor, subscribe on your favorite podcast platform.
- Follow Sam on Social Media: Join the discussions on LinkedIn to get more insights and updates.
- Check out the Website: Visit Sam Sivarajan's Website for more resources and episodes.
33 episodios
Compartir
