Building Resilient Wealth Management Firms: Lisa Crafford on Growth, Talent, Tech and Client Connection
Nov 13, 2024
33:43
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Join host Suzanne Siracuse as she sits down with Lisa Crafford, Managing Director at Constellation Wealth Capital, to explore key strategies for building successful, future-ready wealth management firms. Drawing on her deep experience working with financial advisors, Lisa offers valuable insights into the power of mentorship, strategic growth approaches, and fostering a strong community. She …
Focused on the Future