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.”
Hungry, Humble, Smart
Sign up and stay up to date
Receive updates about Dynasty and our Community of Network Partners.