Jason Ozur is the CEO of Lido Advisors, a firm dedicated to providing clients with advanced wealth management and comprehensive, holistic financial services.

Today, Jason shares how the firm skyrocketed from $19B to $30B AUM, emphasizing a client-first approach, strategic M&A, and culture-driven growth. He also discusses expansion plans, AI’s impact on efficiency, and the challenges of scaling while maintaining top-tier service.

Resources: Lido Advisors

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