Tune in as Sara Baker, president of Triad Wealth Partners, talks about the tactics high-growth firms are focusing on in order to succeed.
| Joel Bruckenstein President of T3 |
| | Joel Bruckenstein, president of T3, speaks about the transformative impact of technology on wealth management. |
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| Sara Baker, president of Triad Wealth Partners, talks about the tactics high-growth firms are focusing on in order to succeed. |
| | Sarah Baker President of Triad Wealth Partners |
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