What does it take to blend four decades of industry credibility with the agility of a startup? Seán Standerwick of MLP Wealth Management shares his journey from paper files to AI experiments, channeling both legacy wisdom and a hunger for reinvention. Hear how his team is leveraging young talent, reshaping client relationships, and using content creation to change perceptions, just as rising complexity and generational shifts demand more from advisers.

Chapters

• 02:14 Startup Mentality in a Heritage Business
• 07:39 Business Structure and Adoption of Technology
• 18:20 Challenges in Staffing and People Management