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'Beyond Good' Wealth Management: How Being Mission Driven and Tech Forward Can Dramatically Grow Your Business
Theodora Lau (Theo) and Bradley Leimer, authors of the book "Beyond Good - How Technology Is Leading A Purpose-Driven Business Revolution" share how wealth managers can grow our industry by widening and deepening our pool of potential clients through the use of technology and thinking more broadly.
Theo and Bradley are also the co-founders of Unconventional Ventures, a boutique consulting firm focused on helping companies improve systemic financial wellness.
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By BlueleafTheodora Lau (Theo) and Bradley Leimer, authors of the book "Beyond Good - How Technology Is Leading A Purpose-Driven Business Revolution" share how wealth managers can grow our industry by widening and deepening our pool of potential clients through the use of technology and thinking more broadly.
Theo and Bradley are also the co-founders of Unconventional Ventures, a boutique consulting firm focused on helping companies improve systemic financial wellness.