How Advisors Can Retain the Next Generation of Clients
Whitney Kenter, CEO/Founder of Glowe Connective, and Mark Wickersham talk about how advisors and family offices can retain the next generation of...
Whitney Kenter, CEO/Founder of Glowe Connective, and Mark Wickersham talk about how advisors and family offices can retain the next generation of...
Family Dynamics and Corporate Culture in the Wealth Management Industry: Insights from FinTech industry leader Risclarity
Bill Wyman of Summitas and Mark Wickersham talk about the generational differences in client Engagement and technology adoption of family office...