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Content provided by Laura Gregg and David Partain, Laura Gregg, and David Partain. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Gregg and David Partain, Laura Gregg, and David Partain or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
It’s not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the right resources? In this episode, Laura Gregg and David Partain speak with Lacy Garcia, Founder and CEO of Willow, an award-winning financial technology …

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107 episodes