Douglas A. Boneparth — Building the Web 2.0 to 3.0 Bridge (EP.98)
Infinite Loops
00:00
How Do You Scale This?
Clifford cornell is the founder and CEO of Zumis Wealth Management in New York City. The firm has just hired its first associate, a 22-year-old out of college. "We rely more on technology" than traditional financial planning firms because their clients don't care where they are," he says.
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