In this clip, Maya Philipson shares the biggest challenges she believes the wealth management industry faces today based off of her many roles in the industry.
Listen to the full episode here: https://bit.ly/3J9P11o
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Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.