Next Mile · Episode 45

A Nine-Step System for Managing Money and Building Wealth

with Brian Preston  ·  May 28, 2024

About This Episode

Next Mile Episode 45: A Nine-Step System for Managing Money and Building Wealth with Brian Preston. A conversation about wealth management, fintech, and the future of financial advisory firms.

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MILEMARKER RESOURCE Wealth Management Data Platform MILEMARKER RESOURCE WealthTech Stack Guide MILEMARKER RESOURCE Client Segmentation for RIAs

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