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Episode details

On this episode, Ben Nash sits down with Mark Nagle – the Executive Director of Treysta Wealth Management. Mark is a total wealth of knowledge when it comes to Financial Advice and his professional career in the industry spans well over three decades.

Mark discusses focusing on your core values as an adviser, having a client-centered approach and choosing the right technology to make the client experience more enjoyable while reducing friction.

Episode resources:

Mark Nagle’s LinkedIn –

Treysta Wealth –

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