https://dewwealth.com/news/jim-dew-barrons-advisor-overlooked-roles
Jim Dew on the Overlooked Roles at a Wealth Management Firm
Barron's Advisor asked which support-role contributions get overlooked at wealth firms. Jim Dew named Nellie Jess, Dew Wealth's office operations manager.
wealth management firmjim dewon theoverlookedroles