Focused on the Future: Mike LaMena on Optimizing Your Offering to Create Clients for Life
Dec 18, 2023
35:31
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In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Mike LaMena, CEO of Wealthspire, on how he is ensuring his clients never outgrow his firm’s offering and advice, creating a DEIB strategy that works and why the future of advice is “human.” Specifically, Mike and Suzanne discuss: His …
Focused on the Future