That’s a wrap on Season 3 of Finance Friends - From the Field to Finance! In this episode, we reflects on the conversations, lessons, and standout moments that defined this season — from navigating career pivots to uncovering what truly drives success in the world of finance. You’ll hear insights from some of our favourite guests, behind-the-scenes reflections, and what’s coming next. Plus, a sneak peek into Season 4, where we’re diving deep into the world of investing — not just where ...
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That’s a wrap on Season 3 of Finance Friends - From the Field to Finance! In this episode, we reflects on the conversations, lessons, and standout moments that defined this season — from navigating career pivots to uncovering what truly drives success in the world of finance. You’ll hear insights from some of our favourite guests, behind-the-scenes reflections, and what’s coming next. Plus, a sneak peek into Season 4, where we’re diving deep into the world of investing — not just where ...
This week, our host, Fabian Ruggieri chats with David Werdiger, Family Wealth Generalist. Having navigated his own journey from working in his own family's business, to working on software development, to successful tech entrepreneur, and finally to his current role as an author and generalist advisor on family dynamics and wealth transition. Through this conversation, Werdiger emphasises the importance of collaboration between specialists and taking a family-centric rather than advisor-cent...
Finance Friends
That’s a wrap on Season 3 of Finance Friends - From the Field to Finance! In this episode, we reflects on the conversations, lessons, and standout moments that defined this season — from navigating career pivots to uncovering what truly drives success in the world of finance. You’ll hear insights from some of our favourite guests, behind-the-scenes reflections, and what’s coming next. Plus, a sneak peek into Season 4, where we’re diving deep into the world of investing — not just where ...