Today, we’re digging deep into estate planning and how technology is even expanding to help your clients with what happens with their money at the end of their life.
Talking about this topic with us is Danny Lohrfink. He’s the Co-Founder and Chief Product Officer of Wealth.com, the wealth management industry’s leading estate planning platform, empowering 400+ wealth management firms, including independent RIAs, aggregators, broker-dealers, custodians and wirehouses to offer modern, comprehensive and sophisticated estate planning solutions to their clients. As Chief Product Officer, Danny is responsible for all product-related activities, including strategy and execution.
Prior to Wealth, Danny served as Business Lead of SoFi’s wealth management division, SoFi Invest. Before that, Danny held several roles at Goldman Sachs Private Wealth Management. Most recently, Danny was a Vice President on the PWM Management team, where he was responsible for leading strategic projects and initiatives. Danny was a standing member of the Operational Experience Group (OEG) and the Client Experience Group (CEG).
Schedule a virtual coffee with me using the form on the right.
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers,
Chris
