In this episode, we dive into the intersection of art and finance with our special guest. We discuss the importance of storytelling in financial planning and how it can create a personalized and resonating financial plan for each individual. We also explore the role of technology and data-driven approaches in the financial industry, and how they can enhance but not replace the human touch. Join us as we explore the fascinating world of art, finance, and estate planning. Don't miss out on this thought-provoking conversation!
[00:01:58] FutureProof event experience.
[00:06:26] Tailoring advisory approach to personalities.
[00:08:47] Tech-forward products and curation.
[00:13:55] The art of storytelling.
[00:18:38] Estate planning importance.
[00:22:09] Paying for professional management.
