Episode Summary
In this riveting episode of The Future-Ready Advisor, Sam Sivarajan talks with Nataša Williams, a seasoned financial advisor and the co-founder of Cadro, leading UK technology-based wealth management firm. Nataša shares her unique insights on the integration of technology in wealth management, the personalized approach to client relationships, and how these factors contribute to shaping the future of the industry.
Key Quote from the Episode [6:45]:
"Money is valuable only insofar as it allows you to do what you truly want to do. If you can get that, you're free. If not, you're enslaved to your money."
Topics Discussed in this Episode:
The Evolution of Wealth Management [1:44]
Client-Centric Approach to Wealth [7:08]
The Impact of Regulatory Changes [13:12]
Innovative Wealth Management Technologies [17:26]
Resources Mentioned in this Episode:
Cadro Website [46:08]
LinkedIn Profile of Nataša Williams [46:12]
Episode transcript:
Access the full transcript for the whole conversation.
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