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The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.
انگلیسی
ایالات متحده آمریکا
رونوشت 🔗
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جستجوی اپیزودهای گذشته
اپیزودهای قبلی Financial Planning را جستجو کن.
قسمت های دیگر در این پادکست
The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase "T" in his firm's name is so important.
As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.
The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.
The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Financial Planning است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
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