"Sometimes the older generation needs to be a little more convinced" notes Bill Wyman on how to drive adoption across the generations.
Bill discusses with Mark Wickersham the importance of early adopters and the need to build excitement across generations when it comes to adopting client digital engagement platforms on The Risclarity WealthTech Podcast.
The full podcast can be found here.
About Bill Wyman
Bill Wyman is President of Summitas. Bill joined Summitas in 2010 and has over forty years experience working with family offices and RIAs. Bill was recently awarded the Family Wealth Report 2024 Lifetime Achievement Award for his contributions to the Wealth Management industry.
Before Summitas, he was Senior Director at BNY Mellon Family Office and Managing Director at Rockefeller & Company. Bill often speaks at industry events on technology and operations. He earned his BA from Notre Dame and MBA from Fordham University.
About Summitas
Summitas Platform® is a secure client engagement environment that empowers families and wealth advisory firms to serve clients through a custom-branded portal that simplifies communication and protects privacy with advanced cryptography and layered security.
Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change. Summitas is an independent company and is not affiliated with Risclarity.
