Achieving Mastery
In this week’s episode, host Jillian DelSignore is joined by Mark Bruno, Managing Director of Wealth Management at Informa Connect. Mark describes how his drive to achieve mastery, and “going narrow and deep,” led him to finding a passion within wealth management, particularly within the RIA channel. Mark shares trends and needs within the RIA space, including a continued desire for community and help with complicated issues to better serve clients.