Lance Lehman: Blending High-Tech Tools with Traditional Advisory to Master Wealth Management and Demystify Financial Planning
Discover the art of wealth management through a cutting-edge fusion of technology and the irreplaceable wisdom of seasoned human advisors with Lance Lehman of Compound Planning. As we sit down with Lance, he unpacks how his firm has harnessed this powerful combination to manage a staggering $1.4 billion, offering a spectrum of services from portfolio […]
