PLAY PODCASTS
Max Lane: Tech and the Future of Wealth Management

Max Lane: Tech and the Future of Wealth Management

Barron's Advisor

June 10, 202527m 47s

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

Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos

Learn more about your ad choices. Visit megaphone.fm/adchoices