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Max Lane: Tech and the Future of Wealth Management
Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos.
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By Barron's Advisor
4.1
104104 ratings
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
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