Broker Check
Wealthies Circle Podcast: Client Management in a Digital World

Wealthies Circle Podcast: Client Management in a Digital World

December 13, 2022

Fundamental to the delivery of wealth management services is a strong technology infrastructure that can manage the prospect client journey in an elegant digital approach.

Chief Operations Officer Jacob Brownfield is part of a panel of experts from leading firms discussing the latest trends and tools that help firms deliver personalization at scale, increase capacity and drive business momentum.

Disclosures – The Pacific Financial Group

Informa USA, Inc. and are not affiliated with The Pacific Financial Group, Inc. (TPFG). No fees were paid to participate in the Wealthie Awards. Finalist were independently evaluated and selected by

The information presented is believed to be accurate but has not been independently verified. TPFG makes no warranties as to the accuracy of the information or any representations made or implied. Articles cited/linked to are the express opinion of the third-party author. There are no affiliations between TPFG and any third-party links. All information may be changed without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.