Episode 086

In this podcast, our Head of Community Experience and Marketing Dan is joined by Alizé Marchand, Co-Founder and CEO of Impresm Digital Marketing Agency in Zurich.

They discussed the following:

Impressing the Next Generation and what NextGen Asset Owners are looking for
The HUGE shift in wealth happening between generations
Innovation in the Financial Services sector
Marketing tips for financial planners
A couple of book recommendations