In the first ever episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the transition from Will’s previous podcast format to a new focus on wealth management for busy families and active retirees. They emphasize the importance of client-centric financial advice, the evolution of the wealth management industry, and the role of technology in enhancing client interactions. The conversation also touches on personal insights, future aspirations, and a light-hearted rapid-fire question segment that reveals more about the hosts’ personalities.

Takeaways

• Wealth on the Move focuses on busy families and active retirees.
• Client-centric wealth management is crucial for success.
• The evolution of the wealth management industry has improved client outcomes.
• Technology allows for more flexible client interactions.
• Personal experiences shape the approach to wealth management.
• Building relationships with clients is key to effective financial advice.
• The podcast aims to simplify financial concepts for listeners.
• Understanding clients’ goals is essential for effective planning.
• The hosts share personal anecdotes to connect with the audience.
• Continuous learning and adaptation are vital in the financial industry.

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