Ventum Minute, Mark Bennett, Ventum’s Vice President of Finance: Why Relationships Still Matter Most

Clients have never had more access to information. But when life changes, they still want someone they trust. Technology has made managing money faster and more convenient than ever. But as wealth management becomes increasingly digital, one question matters more: how do you protect the relationships clients rely on most? In this Ventum Minute, Debbie McGrath sits down with Mark Bennett, Vice President of Finance at Ventum Financial, on why the future will be about isn't about choosing between technology and personal advice. It's about using digital tools to strengthen the trust and human relationships at the heart of the client experience. 0:00 Intro — meet Mark Bennett, VP of Finance 0:31 The push to paperless and what gets lost 1:33 Finding the right mix for the next generation 3:31 Best advice received: get comfortable being uncomfortable 4:29 Graduating straight into the 2008 crash 6:26 Inside a delegation trip to North Korea 8:32 What the delegates took away 10:04 Why company values have to be visible 11:52 What makes the firm different 12:35 Advice for building a career in the industry 14:06 What he's most excited about 14:57 Wrap-up