Unlock your independence

Hungry, Humble, Smart

In this year’s final podcast, I speak with Lisa Crafford, a principal within the Platform Strategy and Consulting Group at BNY Mellon | Pershing. A former Australian National Trampoline Champion and world-wide traveler, we discuss a wide variety of themes relevant to the independent advisory movement. You’ll want to listen in order to understand the relevance of “hungry, humble, and smart.”

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