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