The Future of Wealth Management | Why Clients Fail and How Data Can Fix It
Published June 19, 2026
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The Future of Wealth Management | Why Clients Fail and How Data Can Fix It In this episode of the Leadership Insight Podcast, Chad sits down with Marla Sofer, the founder and CEO of Nomi, to discuss the revolutionary impact of behavioral intelligence on the wealth management industry. With over two decades of experien…
- Published
- June 19, 2026
- Made for kids
- No
More features coming
We're working on new analytics and tools. Stay tuned.