
Sign up to save your podcasts
Or


The post #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz.
“Wealth management today is still not very cool. It’s still seen as manual with a lot of friction and expensive. As a young person said to me, ‘it’s sold by dudes in suits’. But the perception of digital wealth has changed dramatically. It’s no longer a zero sum game. All advisors need some digital, they […]
The post #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz.
By Craig Iskowitz4
1313 ratings
The post #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz.
“Wealth management today is still not very cool. It’s still seen as manual with a lot of friction and expensive. As a young person said to me, ‘it’s sold by dudes in suits’. But the perception of digital wealth has changed dramatically. It’s no longer a zero sum game. All advisors need some digital, they […]
The post #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz.

2,187 Listeners

950 Listeners

805 Listeners

2,034 Listeners

462 Listeners

2,157 Listeners

937 Listeners

244 Listeners

1,564 Listeners

113 Listeners

213 Listeners

339 Listeners

18 Listeners

6 Listeners

136 Listeners