Alison Dooher: Why Data Is the Engine Behind RIAs That Scale
November 18, 202536m 20s
Audio is streamed directly from the publisher (pdst.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Charles Schwab’s head of Digital Advisor Solutions says the top advisory firms make data—not software—the core operating asset of their business. Host: Steve Sanduski, CFP.
Learn more about your ad choices. Visit megaphone.fm/adchoices