Next Mile · Episode 106

Rethinking AUM: A Better Way for RIAs to Measure Success

with Lacey Shrum  ·  August 19, 2025

About This Episode

Next Mile Episode 106: Rethinking AUM: A Better Way for RIAs to Measure Success with Lacey Shrum. A conversation about wealth management, fintech, and the future of financial advisory firms.

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