Grant Wernick is the CEO & Founder of three successful tech ventures, his most recent being Fletch, which is in close beta now. Grant is passionate about inventing technology and building companies that make it possible for anyone to be able to interact with and extract meaningful insights from data.
In this episode, Grant shares an exclusive look into what your successful entrepreneur and founder clients expect from their wealth advisors and the golden ticket into successfully prospecting this creative, boundary-pushing, loyal demographic.
