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Episode 136 – NYC Pop-Up Podcast: Serving the EcoSystem of Financial Services – With David Goldman

Power Your Advice

English - December 12, 2022 14:24 - 11 minutes - 12.8 MB
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Previous Episode: Episode 135 – NYC Pop-Up Podcast: Tackling the Spectrum of Client Engagement – With Michael Lecours

Next Episode: Episode 137 – Sanctuary Wealth Oasis: Making the Advisor’s Life Easier – With Jim Dickson

David Goldman is the Chief Business Officer at Pontera. Pontera is a platform that helps advisors manage 401k and other held away accounts without taking custody. Pontera enables growth by allowing advisors to manage and trade their client’s retirement accounts as part of a holistic portfolio. Live from our fall Advisorpedia Podcast Pop-Up in New … Continue reading Episode 136 – NYC Pop-Up Podcast: Serving the EcoSystem of Financial Services – With David Goldman →