Policy Pod by LDA

Advisory to Agency

48 min · 29 nov 2024
aflevering Advisory to Agency artwork

Beschrijving

On this Black Friday episode, we were joined by Graham Bergsma founder of G3 Wealth. Graham and Matt discuss a variety of topics spanning from the differences that Graham has experienced going from an advisor to running G3 Wealth, to challenges in the industry that digitized processes and tools have become necessary for overcoming.

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