Next Mile · Episode 22

Onboarding New Clients Made Easy

with Lacey Shrum  ·  November 28, 2023

About This Episode

Next Mile Episode 22: Onboarding New Clients Made Easy with Lacey Shrum. 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 WealthTech Stack Guide

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