Democratizing Wealth Management: Insights from Liza Landsman, CEO of Stash
Description
In this special episode of the Business Leadership Podcast, hosted by Edwin Frondozo, we explore the future of leadership, innovation, and storytelling through a compelling conversation with Liza Landsman, CEO of Stash. Recorded live at the Collision Conference in Toronto, the episode delves into how Stash addresses financial security and wellness for low and middle-income consumers. Liza discusses the role of AI in democratizing access to wealth management and highlights the challenges and opportunities in serving the underserved market. She also shares insights on the importance of building financial confidence and employers' role in promoting financial well-being. Tune in for an enlightening discussion on how small steps in investing can lead to significant financial empowerment.
00:00 Introduction to the Business Leadership Podcast
00:49 Special Episode from Collision Conference
01:56 Interview with Liza Landsman, CEO of Stash
02:08 Challenges in Wealth Management
05:49 Role of AI in Financial Services
08:56 Financial Literacy and Empowerment
15:29 Stash's Vision and Future Plans
18:02 Final Thoughts and Conclusion
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