Sean Wing on Delivering Continuous, Proactive, Hyper-Personalized Fiduciary Advice at Scale

Between Now and Success · Sep 1, 2026 · 1h 26m

Guest: Sean Wing, the Founder and CEO of Wing.

In a nutshell: How often do you provide high-value financial advice to your clients?

Monthly? Quarterly? Annually?

But ... how often do their lives change?

How often do their feelings about their money shift?

How often are they nervously staring at market drips and trade wars on social media wondering, "Am I OK?"

If you're waiting around for your clients to call you every time they're pondering a career change or confused about a new tax law, then your process might be too static, too reactive.

Increasingly, AI will try fill that void in your…