Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP

The post Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 208 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Richard Thoeny, Head […] The post Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP appeared first on and was written by Craig Iskowitz.

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This episode was published on November 2, 2023.

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