Sponsored By
Building a Firm for the FutureBuilding a Firm for the Future
Join Shannon Rosic and Dana Rhodes, as they discuss Axtella's recent rebranding and firm initiatives, focusing on personalized services, next-gen advisor support, and innovative technology in the financial services industry.
May 1, 2024
Sponsored by Axtella
Listen in as Dana Rhodes, chief operating officer, Advisory Services at Axtella and Shannon Rosic, director of WealthStack, content & solutions at WealthManagement.com, discuss Axtella’s rebranding evolution of wealth management programs. With a focus on future growth initiatives and preparation for the evolving landscape, Axtella’s commitment to innovation and inclusivity makes an exciting career path for those seeking dynamic opportunities in finance.