Next Mile · Episode 95

Serving Clients Holistically at Scale

with Jimmy Lee  ·  May 27, 2025

About This Episode

Next Mile Episode 95: Serving Clients Holistically at Scale with Jimmy Lee. 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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