EVP, Product Strategy Participates in WealthTech Today Podcast

LOS ANGELES – November 6, 2023 – EVP, Product Strategy, Richard Thoeny participated in recent WealthTech Today Podcast Ep. 208, “Elevating Client Engagement”. 

Click here to listen to the full episode. 

Media Contacts:

Ryan George

Chief Marketing Officer

ryan_george@docupace.com

Here's the Truth:

You've Been Lied To

Get our whitepaper, The 5 Biggest Myths in Wealth Management, and discover the five most common misconceptions that could be holding your firm back.