Episode 178 Future Proof Conversations: Dimple Shah

The Advisor Lab by CION
28/10/2025 14 min Temporada 1 Episodio 178
Episode 178 Future Proof Conversations: Dimple Shah

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Episode Synopsis

Dimple Shah is Executive Vice President and Head of Strategy and Client Experience at Osaic. We sat down with Dimple at Future Proof Festival to discuss how the generational wealth transfer is creating a unique opportunity for advisors looking to grow their practices.

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