Thursday Podcast Email - Tammy Lee

December 14, 2023

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Guiding RIA Firms with Intention, Innovation, and Operational Efficiency

In our latest Bridging the Gap podcast episode, we hosted Tammy Lee, a seasoned finance professional turned COO, exploring the keys to excellence in RIA firms through consistency and innovation. Dive into Tammy's insights on embracing diversity, navigating career transitions, the mechanics of financial planning, and fostering change and innovation.

Jump to this:

[20:15] Learning from other industries and companies is important for innovation and improvement.

[32:24] Embrace diversity and empower younger generations to innovate and grow businesses.

The best is ahead!

-Matt