wealth advisor
also referred to as: wealth advisors
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 29, 2025 by Doug Scott · across every show →
Everything said about wealth advisor, oldest first
Sep 29, 2025 positive
Scott: Wealthtechs scale by helping advisors win clients, not migrating assets
“If you're serving this kind of client, especially investment management, it's very difficult to convince someone to invest millions of dollars with you when you don't have millions of dollars under management, right? Like this is just a chicken egg zero one cl…”