Jon Patullo | Positioning Advisors to Capture the Transition of Wealth

 

Advisorpedia talked with Jon Patullo, Chief Product Officer at TradePMR, live at the 2024 Nitrogen Fearless Investing Summit in Nashville, Tennessee.

Resources: Nitrogen | TradePMR

Related: Patrick Shaddow | The Power of Personalization: How Data is Transforming Customer Experience