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1 - Navigating Financial Services Technology with Gerber Kawasaki Wealth & Investment Management's Hatem Dhiab
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In the inaugural episode of Scaling Through Structure, the creator and host of the show, Austin LaRoche speaks to the Managing Partner of Gerber Kawasaki Wealth & Investment Management, Hatem Dhiab.
Hatem shares his multicultural background, his passion for finance, and the inception of the wealth management firm. The discussion covers the firm's growth, its emphasis on aligned client interests, and its innovative use of social media. Hatem also talks about the importance of relationships, the collaborative dynamics of his leadership team, and the firm's approach to client engagement. Additionally, Austin and Hatem touch on the customization of the Salesforce Financial Cloud for the firm's needs, the market outlook for 2024, and the significance of a balanced work-life routine.
Learn more about Hatem's work at Gerber Kawasaki Wealth & Investment Management HERE.
Think you'd be a great guest on the show? Apply HERE.
Learn more about Austin's work at ATAK Interactive HERE.
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