Ep. 100 - Integrating Lombard Lending into Holistic Financial Planning with David Newman
Description
Financial planning often focuses on one side of the client’s balance sheet—assets, savings, investments, and retirement planning. But true holistic planning means looking at the full picture—including lending.
In this episode, we dive into Lombard lending with David Newman, founder and CEO of Firenze. David shares his journey from wealth management to building a platform that makes Lombard lending more accessible for advisers and their clients. We explore the fundamentals of Lombard lending, its strategic role in liquidity and risk management, and how technology is reshaping wealth management.
Join us to discover how integrating Lombard lending into your practice can unlock new opportunities and enhance your clients’ financial strategies.
United States
