Por: Totalfamily.io

Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly.   Join us as we invite some of the most influential minds in the industry to share the ideas they believe HNW & UHNW advisors should be exploring and putting into practice.I'm your host, Alex Kirby, founder of Total Family, a software company doing legacy better for wealth advisors and their clients. Welcome to Visionary Advisor, more at totalfamily.io

10 episodios disponibles