Creating Defensible Moats to protect your AUM
Episode 1 of the AppCrown Views & Insights for Wealth Management podcast, hosted by AppCrown, titled "Creating Defensible Moats to protect your AUM " was published on October 28, 2019 and runs 13 minutes.
October 28, 2019 ·13m · AppCrown Views & Insights for Wealth Management
Summary
Welcome to the AppCrown LLC podcast. Today, 10.28.19, we will be discussing advisor trends and how to build "Defensible Moats" around your firm to protect your AUM. We welcome you to listen and check in to hear our podcasts. Just as well, we encourage you to explore our technology solutions for RIAs; feel free to schedule easily here: https://www.appcrown.com/new-page-1 Thank you! The AppCrown Team
Episode Description
Welcome to the AppCrown LLC podcast. Today, 10.28.19, we will be discussing advisor trends and how to build "Defensible Moats" around your firm to protect your AUM. We welcome you to listen and check in to hear our podcasts.
Just as well, we encourage you to explore our technology solutions for RIAs; feel free to schedule easily here: https://www.appcrown.com/new-page-1
Thank you!
The AppCrown Team
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