Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth
Come on in and sit back relax, you’re listening to Episode 189 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 the one and […]
