From lawyer to advisor feat Mike Garry

05/02/2021 28 min Temporada 2 Episodio 1

Listen "From lawyer to advisor feat Mike Garry"

Episode Synopsis

In this episode, we speak to one of our power user Michael Garry of Yardley wealth management. We learn a little bit about how he came to be an advisor and how he uses the Logicly platform when building and maintaining client portfolios.