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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: Digitizing Your Practice From End-to-End
Next Podcast: The Wealth Management Firm of the Future
25 minutes 19 seconds
2 years ago
The Wealth Management Firm of the Future: Digitizing Your Practice From End-to-End
Every part of your client experience and business management can be enhanced and made more efficient through digitization and automation In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jason Pereira, Senior Partner at Woodgate Financial Inc., about how to implement an end-to-end comprehensive planning process as seen from the perspective of the client, … Continue reading The Wealth Management Firm of the Future: Digitizing Your Practice From End-to-End →
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.
