Welcome back to the 256th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Vincent Barbera. Vince is the founder of Newbridge Wealth Management, an independent RIA based right outside of Philadelphia that oversees nearly $120M of assets under management for 75 client households. What’s unique about Vince, though, is the … Continue reading #FA Success Ep 256: Living On The Cutting Edge Of Advisor Technology To Build A Better Client Experience, With Vincent Barbera
Copy and paste this URL into your WordPress site to embed
Copy and paste this code into your site to embed