Episode 4 – 2021 And Beyond – with Mark Bruno and Robert Sandrew

Perfectly Integrated

English - February 03, 2021 15:33 - 23 minutes - 21.4 MB - ★★★★ - 6 ratings
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Previous Episode: Episode 3 – Looking Back and Moving Forward — With David Canter

Next Episode: Episode 5 – The Culture of Businesses – with Andree Peterson and George Moriarty

2020 has become historic for all the wrong reasons, but what if we found the right reason to call it historic? In this episode, Matt Ackermann is joined by Mark Bruno from Echelon Partners and Integrated Partners own Robert Sandrew. Together they review how COVID has impacted the wealth management industry and what the future …