EPISODE · Jul 25, 2024
Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig
from WealthTech Today
The post Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 249 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 was Mike Sha, CEO […] The post Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig appeared first on and was written by Elana Iskowitz.
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Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig
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