Danilo Kawasaki, Co-Founder and COO of Gerber Kawasaki, brings a wealth of experience to his role overseeing compliance and operations. With a background in business administration and financial planning, Danilo co-founded Gerber Kawasaki in response to the 2008 financial crisis, aiming to provide modern, client-centric financial advice. Outside of work, he enjoys spending time with his family and pursuing activities like paddle tennis, golf, and yoga.

In this episode of the What Matters Podcast, Danilo Kawasaki shares insights into the strategies driving success in the financial advisory industry. From leveraging technology for efficient client communication to the importance of customized money management, Danilo offers a glimpse into their innovative approach. He emphasizes the significance of human connection in wealth management, debunking the notion of robo-advisors as a replacement for personalized guidance.

Topics include:
✅ Danilo’s inspiring journey from being a top-ranked junior tennis player to establishing Gerber Kawasaki Wealth and Investment Management
✅ How the 2008 financial crisis resulted to the establishment of Gerber Kawasaki in 2010
✅ Danilo talks about the challenges in building the firm
✅ Utilizing technology to improve client communication and streamline processes
✅ Danilo shares what the future looks like for Gerber Kawasaki
✅ And other topics...

Connect with Danilo:
Website: https://www.gerberkawasaki.com/
LinkedIn:   / danilokawasaki  
Twitter:   / danilokawasaki  

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