Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial

Come on in and sit back and relax. You’re listening to Episode 230 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest for this episode is Greg Gates, […]