Transforming the Wealth Management Business
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Transforming the Wealth Management Business
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On episode 33 of The Wealth Cast, Chas speaks to Sebastian Jersch, CEO and founder of Neo Consult, a financial planning company based in Marburg, Germany. Sebastian discusses the long road still ahead of financial planners in Germany who, tired of the conflict created by “free” financial planning services, have established fee-only advice. He explains how the experience and guidance of planners in the U.S. and U.K. that had already undergone this transformation helped him develop the vision and mindset needed for his business to become a success.
Get the full show notes and more resources at TheWealthCast.com
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