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The Future Of Wealth Management With Lindsey Sichel Rubinstein
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Forget everything you thought you knew about traditional investing. On this episode of Success Unleash’d, hosts Zack Ellison and Shawne Merriman sit down with the brilliant Lindsey Sichel Rubinstein, a veteran of alternatives and a family office executive. We’re diving into the future of wealth management—why the old 60/40 portfolio is a relic of the past, the staggering $124 trillion transfer of wealth shifting the investment landscape, and why the least innovative industry in the world is finally being forced to change. If you're ready to embrace the future of finance and discover how curiosity fuels success, this episode is for you.
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