This podcast highlights inspiring stories from women leaders in finance and wealth management, sharing their insights and strategies for success in business and leadership.
EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic
S3 E96 • 50 mins • May 5, 2025
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Recent Episodes
May 5, 2025
EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic
S3 E96 • 50 mins
Apr 20, 2025
Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify
S3 E95 • 45 mins
Apr 3, 2025
EP 94 From CMO to CEO: How Kelly Waltrich is Redefining Intentional Growth Strategy in Fintech and Financial Services at Intention.ly (Don't Do That Podcast)
S3 E94 • 34 mins
Mar 10, 2025
EP 93 From WealthTech to Community: Tina Powell on Growth, Resilience, and Advocacy (WealthTech on Deck with Jack Sharry)
S3 E93 • 38 mins
Jan 3, 2025
EP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operations Officer at Independent Advisor Alliance
45 mins
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