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Ep 98: Decoding wealth with data

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Manage episode 478756298 series 2074376
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Join Matt Heine as he sits down with Andrew Inwood, Global CEO of CoreData, to explore the dynamic world of financial services.

In this episode, Andrew delves into the critical role of financial literacy and the profound impact of intergenerational wealth transfer. He discusses the evolving responsibilities of financial planners and how technology and data are reshaping the industry. Andrew provides valuable insights into the challenges and opportunities facing financial services today, emphasising the importance of scalable solutions and strong client relationships. Listen in order to gain a deeper understanding of the future of financial planning and the strategies that can drive success.

  continue reading

96 episodes

Artwork
iconShare
 
Manage episode 478756298 series 2074376
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Join Matt Heine as he sits down with Andrew Inwood, Global CEO of CoreData, to explore the dynamic world of financial services.

In this episode, Andrew delves into the critical role of financial literacy and the profound impact of intergenerational wealth transfer. He discusses the evolving responsibilities of financial planners and how technology and data are reshaping the industry. Andrew provides valuable insights into the challenges and opportunities facing financial services today, emphasising the importance of scalable solutions and strong client relationships. Listen in order to gain a deeper understanding of the future of financial planning and the strategies that can drive success.

  continue reading

96 episodes

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