WealthTech UnWrapped

43. The Advisor Effect with Josh Book


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Imagine how much wealth firms can grow with access to the right consumer data, analytics, and research products, helping them navigate the rapidly changing wealth management landscape. That's what Parameter Insights does. 
This week Ned has a short but insightful conversation with Josh Book, CEO and Founder of Parameter Insights. They discuss the advisor trend that Josh and his team have found in their data, financial advice across different segments, and what the future of wealth tech could look like.

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WealthTech UnWrappedBy Ned Phillips