The Role of Technology in Modern Wealth Management
Update: 2025-07-03
Description
In the latest episode of Techlandia, Curtis Shirey from Aspasia Wealth Management joins Skip Newberry to discuss the innovative approaches Aspasia takes in the financial industry. Curtis emphasizes the importance of addressing systemic financial issues and how Aspasia’s unique hourly billing model makes their services accessible to a broader audience. This strategy allows clients to focus on the behaviors critical for financial health, supported by technology-driven solutions. Curtis highlights the need for financial literacy across generations and explains how his firm guides clients through effective cash flow management to mitigate common financial pitfalls.
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