In Episode 8, we share a presentation from Amyr Rocha Lima, Managing Director at Strategic Wealth Partners, which he gave at NextWealth in March 2024. 
Amyr was part of our Wealth Tech Case Studies section, where he discussed the Strategic Wealth Portal and outlined the system's goals. 
Following the presentation, Heather and Emma provide their insights on the case study.

In Episode 8, we share a presentation from Amyr Rocha Lima, Managing Director at Strategic Wealth Partners, which he gave at NextWealth in March 2024. Amyr was part of our Wealth Tech Case Studies section, where he discussed the Strategic Wealth Portal and outlined the system's goals. Following the presentation, Heather and Emma provide their insights on the case study.

Season 4, Episode 8: NextWealth Live - Wealth tech case study: Amyr Rocha Lima

Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead &amp; Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.

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Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead & Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.

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Season 4, Episode 8: NextWealth Live - Wealth tech case study: Amyr Rocha Lima

Season 4, Episode 8: NextWealth Live - Wealth tech case study: Amyr Rocha Lima