THE FUTURE OF FINANCIAL SERVICES LEADERSHIP: Advisors, Professionals, Managers and Leaders
A new era for the Financial Services arena is here.
With over one trillion dollars transferring hands over the next decade, the greatest
intergenerational wealth hand off is here. Coupled with the presence and growth of artificial intelligence and mounting seismic geopolitical events reshaping culture, conversation and
communities – a new kind of leadership is required to cut through, and persevere the
unprecedented times of today.
The Institute of Futurization has commissioned financial services veteran author,
speaker and researcher, Richard Dolan to head the Global Futurization Project for The Financial Services’ Leadership of Tomorrow.
This project’s mandate is to decipher, design and deliver a new framework of reference for members of the financial services arena from banking, finance, venture capital, wealth
management and merchant banking. Under Dolan’s leadership and vision, we expect groundbreaking research, insight and data that will give rise to future-proofing the industry’s vision with new innovative ways of thinking, performing and behaving.
Dolan has been revolutionizing financial leadership for over 30-years, transforming through education and academia the way participants within this realm think operate and perform. Dolan leverages research areas such as performance psychology, happiness economics,
behavioral finance, and investor resilience to offer a holistic approach to financial leadership.
Dolan has hundreds of millions in assets under management and was responsible for three
asset managers starting from zero, and achieving their ninth zero in assets (billion+). He has served as a financial commentator on several media platforms ranging from television, radio and print media including National Post, Wallstreet Journal, US Today and Entrepreneur Magazine to name a few.
Dolan served as a visiting professor at Schulich School of Business (Exec. Development
Center) where he designed and delivered two certification programs including The Wealth Management Program and Marketing and Selling Wealth Management Services.
Dolan has served a a financial strategist to icons and legendary celebrities ranging from three former US Presidents, business leaders, billionaires and members of The Royal Family.
Dolan is based in Toronto with offices in New York and London, UK.
Join us on this journey as we create new standards for excellence and innovation within the financial services industry, empowering professionals and people to deliver unparalleled value so to achieve sustainable growth.
The Academic and Research Aims for The Global Financial Services Futurization Project
The future of the Financial Services realm is undoubtedly being challenge; by the forces of futurization including and not limited to technology, artificial intelligence, geopolitical events and shifting views and values.
“The Global Financial Services Futurization Project” headed by Richard Dolan, an industry
veteran with over thirty-years of experience working with banks, institutional investors, wealth management platforms and venture capitalists is a published author, speaker and researcher
committed to deciphering the future of The Financial Services realm.
“This initiative is about one thing: causing and creating what comes next for leadership within the industry so to perform by design and not default” shares Dolan. The Institute of Futurization believes this Global project is essential for:
- The creation of a NEW Financial Leadership Psychology: including new ways of thinking, creating and performing as a professional, stakeholder and adviser within the realm of financial services
- The development of a NEW Financial Leadership Framework and Architecture: including new technology, innovations and ingenious means of engaging members of the industry and customers of it
- The publication of NEW realizations, insights and research (White Paper): summarizing what is now, what is new and what is next for the Financial Services industry.
For more information on how to participate or support “The Global Financial Services
Futurization Project”, contact us today at info@futurization.co.
Richard Dolan: A Visionary at the Helm
Richard Dolan, the Vice Chancellor of The Institute of Futurization, brings over three decades of unmatched expertise in financial services, wealth management, and real estate investment. Under his visionary leadership, “The Future of Financial Advice for Professionals” initiative leverages collective wisdom, innovative strategies, and a relentless pursuit of excellence to redefine financial advisory standards worldwide. Richard’s journey from a pioneering financial expert to a global thought leader exemplifies his commitment to advancing financial resilience and intelligence for professionals.
How Can You Participate?
Joining “The Future of Financial Advice for Professionals” means becoming part of a dynamic community committed to reshaping the future of financial advisory. Whether you’re a financial professional, a business leader, or an engaged individual, there are multiple ways to contribute:
- Membership: Join our professional associations and become part of a global network of financial experts.
- Education and Training: Participate in our workshops, webinars, and conferences to stay ahead in the ever-evolving financial landscape.
- Research and Development: Contribute to our ongoing research projects or initiate new ones to drive innovative financial solutions.
- Community Engagement: Volunteer for financial literacy and wealth management awareness programs in your community.
The Impact of Professional Financial Advice
“The Future of Financial Advice for Professionals” is more than just a project; it’s a movement. By fostering collaboration, innovation, and education, we aim to:
- Create a more resilient financial environment for all participants.
- Prevent large-scale financial crises and minimize their impact.
- Elevate the standards of financial advisory practices globally.
- Empower individuals and organizations with the knowledge and tools to manage their finances effectively.
Join Us in Shaping the Future of Financial Advice
Become part of a global solution to a global challenge. Together, under the guidance of Richard Dolan and with the collective expertise of our members, we can achieve a new era of financial advisory excellence.
For more information on how to participate or support “The Future of Financial Advice for Professionals,” contact us today at info@futurization.co.
