10 takeaways from IN’s Fintech Virtual Summit
“If anyone could take one thing away from this discussion, it is to not look inward but to take a look at your firm as if you're a client. Just experience your firm as one of your clients — call in and see what you hear, go to the website and see what you think, with just an objective perspective. How does it feel to be a client of one of your advisers and see what they deliver? I think you might be surprised.” — Joe Duran, Managing Director, Head of Personal Financial Management, Goldman Sachs