Episode 51: In this episode, Kyle talks with Lisa Crafford, Managing Director & Head of Advisory at Constellation Wealth Capital. Throughout her career, Lisa has worked for small family-owned businesses, large retail franchises, non-profits, and Fortune 500 companies across Australia and the U.S. At Constellation Wealth Capital, Lisa leads the advisory team and works alongside partner firms to help them grow and strengthen their business. 

Lisa talks with Kyle about the importance of people in the wealth management industry. She highlights the value of internships and the need for firms to invest in their employees. Lisa also discusses the impact of technology, data, and professionalization in shaping the future of the financial industry.

In this episode

Key Takeaways

Quotes

[14:49] - "Our work makes a difference in people's lives. It's not just about making rich people richer. It's really about helping people understand their wealth, share and create a legacy with their wealth, and make the world a better place through what they've created with their money." ~ Lisa Crafford

[21:01] - "Having the data and technology is really important. But what are you actually doing with that data? How are you using it to give your clients a better experience? There's having data, and there's using data. There's having tech and actually using it properly." ~ Lisa Crafford

[30:06] - "If the employees of your firm feel connected to the mission and feel like they can contribute to that, that's a game changer in culture and morale and how the firm operates on a day-to-day basis." ~ Lisa Crafford

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