“The thread through my entire career is resonating with target audiences.” -Bret Rachlin

David Lahmi is a seasoned business development executive and wealth management specialist with over 20 years of experience in international finance. Currently the Co-Founder of Finberry and Head of Business Development at Shine Global Family Office, David has spent his career building trusted client relationships, guiding high-net-worth individuals, and leading initiatives that drive organizational growth. His background includes senior leadership roles at Lombard Odier, Credit Agricole, and BNP Paribas, where he specialized in private banking and strategic partnerships across global markets. Fluent in French, English, and Hebrew, David brings a dynamic, multicultural perspective to wealth management and business development.

Website: https://finberry.ai

LinkedIn: https://www.linkedin.com/in/david-lahmi/

YouTube: https://finberry.ai/

Instagram: https://www.instagram.com/lahmiofficial/

Bret Rachlin is a Go-to-Market Strategist With decades of marketing and communications experience primarily helping B2B companies grow, Bret develops and implements go-to-market strategies that align with how customers buy,reducing friction through the buying process. Additionally, Bret helps entrepreneurs monetize their expertise through thought leadership programs that build communities around the problems they solve, expediting revenue growth. When Bret's not working or spending time with his family, he's focused on living an active outdoor lifestyle, running, hiking and playing tennis. Having completed multiple marathons and half marathons and other exciting adventures like hiking from the North Rim to the South Rim of the Grand Canyon in one day, Bret has honed a competitive edge to prepare for arduous events and adapt to changes to ensure finishing them happy and healthy.

Website: https://www.adapt2changes.com

LinkedIn: linkedin.com/in/bretrachlin

YouTube: https://www.youtube.com/@adapt2changes

Facebook: https://facebook.com/bretrachlin

Instagram:https://www.instagram.com/bret.rachlin

In this episode, we explore the intersection of wealth management and go-to-market strategy, uncovering how to build trust, reduce friction, and create sustainable growth in today’s fast-changing business landscape.

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