WealthTech UnWrapped

13. How do we solve the Advice Gap? with Sam Beeby


Listen Later

The financial advice gap continues to widen; what does this mean for the fintech industry? In this week's episode, we're joined by Sam Beeby who breaks down how this gap is presented, the different subgroups within it, and what opportunities this can open for financial institutions. We explore the idea of why companies should champion hybrid models and play the long game.

Ned invites you to watch Transamericana; he's seen it 3 times!

Register for one of our live demos at bambu.co/weekly-demo

...more
View all episodesView all episodes
Download on the App Store

WealthTech UnWrappedBy Ned Phillips