WealthTech Today
WealthTech Today
Craig Iskowitz
Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts
1 seconds Posted Aug 30, 2022 at 10:03 pm.
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Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 155 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. This podcast features […]