What Does the Future Entail? - Perspectives on Growth

What this episode covers

In this episode of Perspectives on Growth, Matt Johnston explores the future of wealth management through insights from the book Wealth 3.0 and poses six critical questions shaping how advisors engage with clients. He challenges listeners to rethink the role of advice in an AI-driven world—shifting from product-focused sales to holistic, human-centered relationships. It's a thoughtful look at what it means to truly serve clients in the next era of financial services.

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Frequently Asked Questions

How long is this episode of Perspectives on Growth?

This episode is 7 minutes long.

When was this Perspectives on Growth episode published?

This episode was published on August 4, 2025.

What is this episode about?

In this episode of Perspectives on Growth, Matt Johnston explores the future of wealth management through insights from the book Wealth 3.0 and poses six critical questions shaping how advisors engage with clients. He challenges listeners to...

Can I download this Perspectives on Growth episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.