• RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr

  • 2024/10/08
  • 再生時間： 33 分
  • ポッドキャスト

RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr

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  • In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Jalina Kerr, managing director of client experience for Schwab Advisor Services. Jalina talks about Schwab’s approach to enhancing the advisor experience, including the group’s work on technology integrations, changes made in the wake of …

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あらすじ・解説

In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Jalina Kerr, managing director of client experience for Schwab Advisor Services. Jalina talks about Schwab’s approach to enhancing the advisor experience, including the group’s work on technology integrations, changes made in the wake of …

Read More Read More
続きを読む 一部表示

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