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Podcast: Conquer Risk Podcast
Episode: Industry Gossip (E15)
Description: Grab a cup of tea (or bourbon) and join us as we spill what’s overrated and what’s underrated in the world of wealth management. · Startup Catchlight aims to make prospecting more efficient· Goldman Sachs RIA custodian delayed indefinitely· Wealthbox raises $31M after picking off Salesforce and Redtail users· Reed Colley and Summit Wealth Systems announce “WealthOS”· RightCapital debuts one-page Financial Plan snapshot We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make su...