In a new episode of "Wealth Management v2.0: The #AdviceTech Revolution", I sit down with @thegreshamco to discuss our shared passion around the advice and wealth management business focused on helping organizations drive organic growth.
https://wealthconsultingpartners.com/episode-3%3A-inside-the-pod">https://wealthconsultingpartners.com/episode-3...
https://wealthconsultingpartners.com/episode-3%3A-inside-the-pod">https://wealthconsultingpartners.com/episode-3...