EPISODE #1053

Humanizing Wealth Management with Mike LaMena

In this episode, we talked about the growing and changing ways in which financial advice is delivered, what clients and advisors can do to have an impactful relationship, how fintech fits into our financial situations, and how the pandemic has sped up the pace of innovation and adoption!

May 23, 2021 | Podcast

About the Episode

In this episode, we talked about the growing and changing ways in which financial advice is delivered, what clients and advisors can do to have an impactful relationship, how fintech fits into our financial situations, and how the pandemic has sped up the pace of innovation and adoption with Mike LaMena, AIF, SHRM-SCP and CEO of Wealthspire.  Listen to learn about the human side of wealth management!

For the Difference Making Tip, scan ahead to 18:16!

You can learn more about Mike at Wealthspire.com, Facebook, Twitter, YouTube and LinkedIn.

George Grombacher

George Grombacher

Lifeblood Host

Mike LaMena

Mike LaMena

Guest

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