Larry Miles on Building the Firm of the Future
Larry Miles is a Principal at AdvicePeriod, whose mission is to reinvent wealth management. Their approach, which includes extensive use of technology in delivering a planning-focused experience, has taken the firm from start-up to over $2 billion in just a few years. His book, […]
The post Larry Miles on Building the Firm of the Future appeared first on Becoming Referable.
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