Couverture de EP04 - Game Film: Mission to Modernize Estate Planning Wealth.com Danny Lohrfink | RFG ADVISORY

EP04 - Game Film: Mission to Modernize Estate Planning Wealth.com Danny Lohrfink | RFG ADVISORY

EP04 - Game Film: Mission to Modernize Estate Planning Wealth.com Danny Lohrfink | RFG ADVISORY

Écouter gratuitement

Voir les détails

3 mois pour 0,99 €/mois

Après 3 mois, 9.95 €/mois. Offre soumise à conditions.

À propos de ce contenu audio

 In this episode of the Game Film Podcast, host Dr. Jordan Hutchison welcomes Danny Lohrfink, Co-Founder and Chief Product Officer of Wealth.com, to share how he’s shaking up estate planning process with cutting-edge innovation, bold design, and a relentless commitment to Advisor growth From his early days scooping ice cream to running strategy at Goldman Sachs and SoFi, Danny’s path is proof that grit and vision go hand-in-hand. Tune in to hear how Wealth.com is empowering Advisors to lead with confidence—whether they’re working with first-time parents or ultra-high-net-worth tech founders. Danny breaks down how the platform blends design, AI, and dynamic planning features into one seamless, Advisor-first experience. You’ll walk away with a fresh perspective on how estate planning can become a true growth driver. Why You’ll Love This Episode: Dynamic by Design: Discover why visual tools and clean UX aren’t just nice-to-haves—they’re trust-builders Scalable Solutions: Learn how Wealth.com meets the needs of clients, from simple wills to family office complexity Tech That Thinks Ahead: Wealth.com features AI-driven plan updates triggered by real-life events
Les membres Amazon Prime bénéficient automatiquement de 2 livres audio offerts chez Audible.

Vous êtes membre Amazon Prime ?

Bénéficiez automatiquement de 2 livres audio offerts.
Bonne écoute !
    Aucun commentaire pour le moment