• In Conversation With…Tessa Lee, Managing Director at moneyinfo

  • Jun 26 2024
  • Duración: 34 m
  • Podcast

In Conversation With…Tessa Lee, Managing Director at moneyinfo Por arte de portada

In Conversation With…Tessa Lee, Managing Director at moneyinfo

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  • On this episode of "In Conversation With...," host Kimberley Dondo sits down with Tessa Lee, Managing Director at moneyinfo, to dive into the findings from recent research by moneyinfo and Compeer. They explore the evolving digital landscape in financial advising, highlighting what high-net-worth investors now demand in digital services, the specific tools clients and advisers seek, and the biggest challenges advisers face in meeting these digital expectations. Tune in for insights on leveraging back-office digital tools, emerging trends, and future opportunities in financial advising.
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