Next Mile · Episode 51

A People-Centric Approach to Wealth Management

with Lisa Crafford  ·  July 9, 2024

About This Episode

Next Mile Episode 51: A People-Centric Approach to Wealth Management with Lisa Crafford. A conversation about wealth management, fintech, and the future of financial advisory firms.

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MILEMARKER RESOURCE Client Segmentation for RIAs MILEMARKER RESOURCE Client Data Consolidation MILEMARKER RESOURCE Wealth Management Data Platform

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