Heron Wealth Grows AUM with Marketing & Technology Integration

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  • 03 mins 58 secs
After running a firm for 22 years entirely focused on investor advice, David Edwards, president of Heron Wealth, decided there needed to be a change. David sits down with us to explain how the integration of marketing, technology and process drives his firm’s 30% annual AUM growth.
Channel: Heron Wealth
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