Wealth Access CEO joined Craig Iskowitz, founder and CEO of Ezra Group Consulting, to talk all things data in a recent webinar.This session is the fifth installment in Ezra Grou’s educational series on data-driven wealth management, created in partnership with Xtiva Financial.
Some of the topics you’ll learn about in this webinar include:
The panel also featured these industry-leading experts:
Watch the full webinar below.