What’s your ROI? Return in Inertia, that is. Join us for this week’s episode with top marketing strategist for financial services, April Rudin, for a discussion on what the future for financial advisors looks like and how companies need to embrace change. Ned and Dani learn that this is Bambu’s "Marketing Moment" and April shares the best ending remark in WealthTech Unwrapped history.Learn more about April and The Rudin Group: https://therudingroup.com/
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WealthTech UnWrapped is a Bambu podcast that dives into the ins and outs of the WealthTech industry. It weaves the narrative between a startup founder, Ned Phillips, and special guests that bring their unique insight into this growing industry. Each week we tackle a different topic, from ideas on what the future of Robo-advisory should be, to the inside scoop of what it takes to run a tech company. Through humor, honest opinions, and playful analysis, we hope to unwrap the intricacies of WealthTech into digestible episodes that anyone can learn from. This podcast is for anyone who is bored...