PRess Play Spotlight with Nicole McMullin of Wealth.com
✨🔦 On this episode of PRess Play Spotlight, Elena Krasnow speaks with Wealth.com‘s Senior Vice President of Product Nicole McMullin.
With Wealth.com building on a year marked by a Series B funding round and significant product enhancements, Nicole shares how her role helps bring the company’s vision to life.
She also discusses the trends she’s paying attention to across estate planning and wealth management, and what excites her most about the work she is doing.
🎧➡️ Tune in!
#estateplanning #wealthmanagement #artificialintelligence #pressplayspotlight #streetcredpr
Topics:
(0:20) Welcome Nicole McMullin to PRess Play Spotlight!
(0:58) A full circle moment
(1:30) The trends Nicole is watching most closely in the wealth management industry
(2:55) Client questions about estate planning and AI chatbots
(3:50) Sorting through the noise to benefit financial advisors
(4:35) What Nicole loves most about her job
(5:02) Doing the unglamorous work to make AI advisors can trust
Connect with StreetCred PR:
- Contact Us: https://streetcredpr.com/contact/
- StreetCred PR Website: https://streetcredpr.com/
- Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/
- StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/
- Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR
Connect with Nicole McMullin:
- Wealth.com: https://www.wealth.com/
- Nicole McMullin on LinkedIn: https://www.linkedin.com/in/nicolemcmullin1/
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