WealthTech on Deck
Why Advisors Matter More in an Age of Unlimited Information with Jim Patrick
25:36
This week, Jack Sharry talks with Jim Patrick, Senior Business Advisor at McKinsey. Jim has more than 25 years of experience in wealth management, asset management, institutional investing, and family office advisory services. A former Group President at Envestnet, he now advises McKinsey and other financial services firms on growth strategy, operating model transformation, product development,…