Tiki Bars, Money, and the Future of Wealth Management

With Jared Rabinowitz | CEO & Founding / Executive Partner at Quintessence Wealth

Summary:

In this episode, Shaun chats with Jared about Q Wealth's fresh approach to financial planning, during a conversation at the Future Proof Conference, inside Q Wealth's Canadian Tiki Lounge set up on Huntington Beach. They explore how positive psychology is being used to make wealth management more meaningful and client-focused, touching on how the Tiki Lounge experience connected with many elements of the PERMA model (Positive Emotion, Engagement, Relationships, Meaning, and Accomplishment). You'll hear about the shift from traditional investment strategies to a more holistic, people-centred way of advising, and why creating memorable client experiences is the future of financial services.Takeaways:

The future of financial services will focus on listening and offering guidance rather than just advice

The Canadian Tiki Lounge theme was chosen to enhance the experience and create a unique atmosphere

Integrating PERMA principles can bring more meaning to wealth management

The shift to Advisor 3.0 focuses on helping clients live their best lives

Creating memorable experiences is essential for client engagement.

The financial services industry is moving towards a more human-centred approach.

The importance of anticipation in creating meaningful experiences at conferences.

Links:

Jared's LinkedIn: CLICK HERE

Q-Wealth: CLICK HERE

Future Proof Conference: CLICK HERE