Heather Ettinger on Supporting and Understanding Women’s Wealth Needs

Heather Ettinger, Founder & CEO,of Luma Wealth Advisors, has devoted more than 25 years to the financial services industry. She specializes in helping clients and their families create strategic financial plans to guide them through major life transitions. Heather is widely recognized for her [...]

By |2022-01-03T17:13:24+00:00June 25th, 2020|Categories: Podcast|Tags: , |0 Comments

Eric Clarke on the Evolution of Client Service While Working from Home and Beyond

Eric Clarke is the CEO of  Orion Advisor Solutions, a recognized thought leader and an advocate for fiduciary advice.  He appears regularly as a contributor to Investment News and The Journal of Financial Planning, and has received numerous industry awards including ThinkAdvisors’ IA25 in [...]

By |2022-01-03T17:13:24+00:00June 11th, 2020|Categories: Podcast|Tags: , |0 Comments
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