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Challenges, Rumblings and Evolution of the Wealth Management Industry

We talk to veterans, new comers, innovators and everyone in between about the evolution, future and struggles of the wealth industry.

 

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As a fintech and marketing expert, I’m always on the lookout for innovative thinkers who can shed light on how to approach problem-solving and develop groundbreaking ideas. Recently, I had the pleasure of sitting down with Noah Healy, a market designer and game theorist, to explore what it takes to be truly innovative.

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In this insightful talk, Lena Levine, founder and CEO of Forcoda, shares her expertise on launching successful fintech products. She emphasizes a customer-centric approach, idea validation through user feedback, and iterative development. Lena discusses challenges, provides real-world examples, and offers valuable tips for entrepreneurs and product managers looking to successfully launch and grow their fintech…

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Join us for an in-depth conversation with Mary Schroeder, a renowned private investor, mentor, and turnaround specialist with 18 years of experience in the field. Mary has a wealth of knowledge to share on how to profitably grow a business and build a successful team, having worked as a consultant and investor in both the…

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A bear market and uncertainty are two factors that keep everyone’s wallet closed. However, there are many out there that even if Private Equity investments have been going down, are betting on new organizations, up and coming projects and more. Becoming a first time investor is haunting. Just the prospect of evaluating all aspects of…

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Insurtech was born right after fintech. However, it is taking a little longer to take off. Why? Many factors affect growth, just like they did for financial institutions. First one: assuming that just creating a PDF of they insurance application is enough to “go digital.” In this chat with Hilario Itriago, we explore the growth…

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There are as many opinions about what a good leader is, as the amount of unhappy team members out there. Most say is about empathy… but that is not all. Being a leader right now is as challenging as ever. The great resignation and the shift in expectations both from employees as well as managers…

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Veronica Maldonado has first hand experience at family businesses, both from personal experience as well as helping many others manage their generational transitions, challenging relationships and more. The key for success? She says it is about shared vision, but mostly a willingness to work at issues, which all families – from the healthiest to the…

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On this episode we speak to Lindsay White, a leadership coach and people operations expert on how to find, train and retain teams in financial services. Her philosophy? It turns out, it is not as complicated as many make it to be: treat it as you would attract and retain clients. So when you apply…

Alejandra Slatapolsky host of The Biz Of Wealth

Alejandra Slatapolsky

For more than 18 years, Alejandra has designed successful marketing and communications strategies drawn from her background in financial technology, marketing, online strategies, journalism, public relations and event planning. Her career spans diverse industries, including financial services, technology, education, publishing and event planning in the U.S. and Latin America.

Slata has supported dozens of financial services firms with strategies that combine traditional and digital marketing, product development, journalism, public relations and event planning to land more and better clients, increase brand awareness and improve profitability.