Permission To Succeed Podcast
Episode 23 – The Human Connection Still Matters — With Rod Sayegh
Are you able to help your clients quickly and efficiently? Join this engaging conversation with host Doug Heikkinen and guest Rod Sayegh, head of digital strategies at Fiduciary Trust Company International. In this episode, they discuss the future of wealth management, why it’s imperative for advisors to get out of the mundane, and whether technology … Continue reading Episode 23 – The Human Connection Still Matters — With Rod Sayegh →