FutureProof Advisor Podcast

Josh Book, CEO at ParameterInsights: The client insights that are driving the industry


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A builder of businesses, digitally focused, futurist and industry savant. Josh Book isn't just the CEO of Parameterinsights, but rather a vital resource to any founder, CEO or COO within the wealth management space in order to understand what lies ahead in our industry and to know what your clients are not only saying, but how they are actually acting. Josh is using his experience from many of the leading
consultancies like Capgemini, PWC, and Accenture to hone in a focus on empowering wealth managers with the knowledge and tools to ensure their businesses don't get stuck in the mud, but actually, bask in the glory of the digital future in our industry. he knows the tech and he knows the business and has the ability to hone that knowledge to deliver actionable takeaways to advisors and we are lucky enough to speak with him today.
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FutureProof Advisor PodcastBy Matt Reiner

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