Celebrating 100 Episodes of Smart Money Simplified With Eddy Augsten (Ep.100)

SMART MONEY. SIMPLIFIED.
13/02/2025 46 min
Celebrating 100 Episodes of Smart Money Simplified With Eddy Augsten (Ep.100)

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Episode Synopsis

How can the right processes transform your investment strategy and elevate client relationships? In this landmark 100th episode of Smart Money Simplified, Brent Mekosh explores this topic with special guest Eddy Augsten from Concurrent. Together, they delve into crafting cohesive investment frameworks and integrating institutional processes into wealth advisory practices. Tune in and gain an …

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