Episode 181 – Data-Driven Wealth Management with Stephen Daffron

Power Your Advice

English - September 05, 2023 14:03 - 19 minutes - 34.8 MB
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Previous Episode: Episode 180 – How to Make Your Website Business Develop (and Introduce Yourself to Prospects) with Nate Blair

Next Episode: Episode 183 – Uncovering Hidden Pain Points in RIA Practices with Lincoln Ross

Stephen Daffron is the Chairman and Chief Executive Officer of BetaNXT, the next wave in wealth management technology and outsourcing solutions. Join Stephen as he introduces BetaNXT, its offerings, and the challenges they are helping wealth advisors and investors address. Topics also discussed: Stephen’s diverse background and his journey and role in co-founding BetaNXT. The … Continue reading Episode 181 – Data-Driven Wealth Management with Stephen Daffron →