Episode Details
Gavin Spitzner is the founder and president of Wealth Consulting Partners. He has 25+ years of working in and consulting for Fortune 500 companies with a breadth of experience encompassing strategic consulting, business development, product development, digital strategy, marketing, professional development, and practice management.
Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs, and Fintech/WealthTech firms to develop and implement innovative advisor and client experience solutions leveraging modern technology and processes to improve top and bottom line business performance.
