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What Does the Future Entail?
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What Does the Future Entail?
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In this episode of Perspectives on Growth, Matt Johnston explores the future of wealth management through insights from the book Wealth 3.0 and poses six critical questions shaping how advisors engage with clients. He challenges listeners to rethink the role of advice in an AI-driven world—shifting from product-focused sales to holistic, human-centered relationships. It's a thoughtful look at what it means to truly serve clients in the next era of financial services.
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