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A podcast series focused on the evolution of financial advice and the future of the wealth management business.
The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience
Next Podcast: The Wealth Management Firm of the Future
24 minutes 59 seconds
3 years ago
The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience
Over the next several years, the most successful firms in the wealth management industry will be those that have a clear vision for how human capital, technology and client service intersect to drive growth. In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Martine Lellis, Chief Talent and Administrative … Continue reading The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience →
Next Podcast: The Wealth Management Firm of the Future
A podcast series focused on the evolution of financial advice and the future of the wealth management business.
