Next Mile · Episode 34

Turning Clients into Raving Fans

with Anand Sheth  ·  March 12, 2024

About This Episode

Next Mile Episode 34: Turning Clients into Raving Fans with Anand Sheth. 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 RIA Growth Analytics

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