Notes d’épisode
This week, Jack Sharry talks with Jack Hannah, President & Chief Operating Officer at GeoWealth. Jack oversees the firm's operations, service, and both digital and investment product divisions. He is also fully dedicated to GeoWealth's strategic business initiatives, ensuring that the platform's capabilities evolve in line with their clients' unique needs.
Jack talks about what enables firms to grow and what holds them back. He discusses how operational efficiency can boost RIA growth without breaking their back office and how modern platforms are reshaping investment management. Jack also…
