Season 4, Episode 8: NextWealth Live - Wealth tech case study: Amyr Rocha Lima

from NextWealth Insights · host NextWealth

In Episode 8, we share a presentation from Amyr Rocha Lima, Managing Director at Strategic Wealth Partners, which he gave at NextWealth in March 2024. Amyr was part of our Wealth Tech Case Studies section, where he discussed the Strategic Wealth Portal and outlined the system's goals. Following the presentation, Heather and Emma provide their insights on the case study.

Episode metadata supplied by the publisher feed · Published Jul 4, 2024

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Season 4, Episode 8: NextWealth Live - Wealth tech case study: Amyr Rocha Lima

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This episode was published on July 4, 2024.

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