Estate-planning and wealth-management technology platform serving financial advisors and wealth-management firms through a B2B2C model; Tim White is co-founder and Chief Partnership Officer.
Three-time Chief Partnership Officer; co-founder & CPO of Wealth.com and a partnership leader who scaled the channel that set up Emailage's exit.
Tim White on why partnerships are a give-to-get game, a strategic-acquisition on-ramp, and a relationship business you can't fake