Jason Lee, VP of Exponent Advisors, talks with ITCubed’s CEO, Chad Barron in this episode of How Do You IT? about the value of relationships, motivation, and technology in at home and work.
Lee touts the importance of putting personal relationships first in all areas of life, especially within the field of wealth management. A self-proclaimed “people person”, Lee’s view on empathetic service is a refreshing take in the financial world. In addition, the two discuss the increased need for upskilling as most industry technology rapidly changes the nature of work. With continual technological advances, on-the-job skills and customer-facing digital services must keep pace.
Connect with Jason Lee online to keep up with his projects, community involvement, and professional services. Or learn more about Blonde Biscotti, the episode sponsor, and the mother and daughter duo who started the bakery in Houston and leveraged the pandemic disruption to dive into digital services.
