Carina Diamond, CEO and founder of Stella Secunda, shares the six questions that wealth management firms should ask themselves to ensure that their business continues to grow and flourish in 2024 and beyond.
The industry has reached a critical junction, and the time is now to reassess its talent strategy. The rapidly changing financial landscape, fueled by advancements in technology and shifting consumer and cultural demands, calls for a new breed of professionals, proficient not just in traditional investment knowledge but also in areas such as data analytics and digital customer experience.
By focusing on building a diverse team, equipped with both soft skills such as emotional intelligence, and technical expertise, firms can better serve their diverse client base and stay ahead in the competitive market.
Click here to read the full story in Wealth Management’s 2024 Market Outlook.
