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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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“En una industria donde cada vez la competencia es mayor, y lo que puede cobrar un asesor financiero es cada vez menor, por la competencia y la transparencia, el que no pueda adaptarse va a estar muy difícil que sobreviva”.

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Cómo se llega al éxito en servicios financieros, quiénes serán los ganadores post crisis, y cómo detectar tendencias de innovación, aunque el mundo te diga lo contrario.

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Cómo se llega al éxito en servicios financieros, quiénes serán los ganadores post crisis, y cómo detectar tendencias de innovación, aunque el mundo te diga lo contrario.

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If you talk to new generations, they ask the question of why you charge 1% for the first time. Their parents didn’t question it. How will advisors adapt?

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.