There is a whole new emerging wealth out there for the taking, but this group wants a different advisor experience, with the majority wishing for technology to be part of the mix.  Join this technology-focused conversation with host Doug Heikkinen and guest Lucille Mayer, COO of Apex Clearing. In this episode, you will find out … Continue reading Episode 21 – Today’s Investor Wants a New Paradigm — With Lucille Mayer →