Episode Details
Back to Episodes
Katie Partridge: Financial Advice for Tech Founders | Next Gen
Episode 312
Published 8 months, 1 week ago
Description
The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.