11th in my YouTube series “Find Something Better to Do” - based on things I tell my kids:
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Wealth Managers do so much more than asset allocation (the function of Robo Advisors).
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I’m not a fan of all the cloud-comparison content that already exists out there because they all inevitably land on “It depends.” Which is lame.
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To achieve true STP, service providers have to return to servicing their clients, redefining partnership to mean shared efficiencies and shared financial benefits.
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Never thought I’d make a second video. But I also never thought I’d be on a Moroccan holiday adventure and need a reason to ditch my awful family for an hour.
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If you’re an engineer at a bank– any bank… whether you aspire to be a CIO one day or not… don’t watch the video for its content. Watch it to understand what you need to learn… how deep you need to go… to become a better engineer, a better partner… an honest-to-god business contributor.
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