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

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