New Leader & Pricing Model for FinLife
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- 04 mins 39 secs
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New Leader & Pricing Model for FinLife
Goldman Sachs veteran Rachel Schnoll is the new leader of FinLife Partners, United Capital's white-label service that it sells to independent RIAs. She shares her goals for the new role and explains the new pricing model for FinLife CX.
Channel
FinLife Partners
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