Digitalization of wealth management with Ryan George, CMO of Docupace (USA)

<p><a href="https://www.linkedin.com/in/rageorge/">Ryan George</a>, CMO of <a href="https://www.docupace.com/">Docupace</a>, spoke to <a href="https://www.linkedin.com/in/rudolf-falat/">Rudolf Falat</a>, founder of the <a href="https://www.voiceoffintech.com/">Voice of FinTech</a> podcast, about the digitalization of wealth management, wealth management and WealthTech trends and implications for wealth advisors. </p><p>Here is what they discussed in more detail:</p><ul> <li>Ryan - how did you get to what you do these days?</li> <li>Wealth management in the US – what are the recent trends, and how do you see the outlook for this year?</li> <li>What is Docupace – what is the problem you solve, and why is it worth solving?</li> <li>What is your solution/services? </li> <li>How do you differ from other solutions in this space?</li> <li>Is your solution scalable?</li> <li>Who are your key clients?</li> <li>What’s your technology angle – is it proprietary tech or do you bundle various technologies together?</li> <li>To recap, how do you see the future of financial advisory further down the line?</li> <li>Favorite business book: <a href="https://www.amazon.com/Predictably-Irrational-Revised-Expanded-Decisions/dp/0061353248">Predictably Irrational</a>: The Hidden Forces That Shape Our Decisions is a 2008 book by Dan Ariely, in which he challenges readers' assumptions about making decisions based on rational thought.</li> <li>What’s the best way to reach out: <a href="https://www.linkedin.com/in/rageorge/">Ryan George</a> on LinkedIn or <a href="https://www.docupace.com/">Docupace</a> website</li> </ul>