Post by Milemarker

Name: Small firms often say they can’t afford to invest in resources. Brett Bernstein, CFP®, CEO & Co-fou
Uploaded: 2026-07-17T16:30:02.725Z
Channel: Milemarker
Description: Small firms often say they can’t afford to invest in resources. Brett Bernstein, CFP®, CEO & Co-founder of XML Financial Group, disagrees. You can’t be the advisor, CEO, cybersecurity expert, AI str

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Small firms often say they can’t afford to invest in resources. Brett Bernstein, CFP®, CEO & Co-founder of XML Financial Group, disagrees. You can’t be the advisor, CEO, cybersecurity expert, AI strategist, and compliance officer all at once. Trying to do it all may be the biggest risk your firm faces. 🎬 Watch the full episode: https://lnkd.in/gJmpqR-d 🎧 Listen on Spotify: https://lnkd.in/g8H2A5jh #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast

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