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Morgan Stanley wealth head Jed Finn just laid out his vision to win over more dollars from clients. Here's what you need to know.

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Morgan Stanley wealth head Jed Finn just laid out his vision to win over more dollars from clients. Here's what you need to know.

The new wealth boss's projects in the works include using AI to summarize client Zoom calls and having advisors, not call center reps, take referrals.

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Morgan Stanley wealth head Jed Finn just laid out his vision to win over more dollars from clients. Here's what you need to know.

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Morgan Stanley wealth head Jed Finn just laid out his vision to win over more dollars from clients. Here's what you need to know.

Rate This Post

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Comments

Media:

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Boostlane Reward System

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Unlocking the Power of Knowledge for Humanity's Progress

Unlocking the Power of Knowledge
for Humanity's Progress

Unlocking the Power of Knowledge
for Humanity's Progress