Ep. 186: Cutting to the Chase Using Targeted Prospecting with Reese Harper, Elements

Come on in and sit back relax, you’re listening to Episode 186 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is Reese Harper, CEO […]