Today, we're going in depth with Rafia Hasan. Rafia is the Chief Investment Officer and Chief Operating Officer of Perigon Wealth Management, an advisory firm with over $12 billion in assets under management.
In this episode you’ll learn:
- Why investments alone are no longer enough: How AI, rising client expectations, and the growing importance of scale are reshaping the future of wealth management
- How to build a winning investment team and why communication can matter more than technical expertise
- The secret to becoming a leader who fosters innovation
Timestamps:
00:00 - Introduction
01:18 - Lessons from Growing up Between the U.S. and Pakistan
03:12 - Why She Chose Wealth Management
05:40 - What Clients Really Want From Financial Advisors
07:11 - Why Communication Beats Technical Expertise
09:05 - How AI Could Transform Wealth Management
12:28 - The Future of Wealth: Why Scale Matters
14:15 - Private Markets and the Rise of Alternative Investments
16:36 - Why Wealth Firms Can't Build Everything In-House
19:40 - How to Foster Innovation in Investment Teams
22:10 - The Transition From Player to Coach
24:40 - The Biggest Mistake New Leaders Make
25:30 - Building a Culture of Curiosity and Innovation
27:25 - Work Ethic Rapid Fire Questions
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Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work
Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)
Find out more about Rafia and Perigon Wealth Management (https://www.perigonwealth.com/about/team/rafia-hasan/)
Connect with Rafia on LinkedIn (https://www.linkedin.com/in/rafia-hasan-cfa-cfp/)