What role should technology play in an advisory practice today?
medium.m4v | |
File Size: | 7600 kb |
File Type: | m4v |
- Tips to quicker and easier communication between advisors and clients.
What are some limitations of using technology in an advisory practice?
mobile.m4v | |
File Size: | 6195 kb |
File Type: | m4v |
- Tips to make technology more personal with your advisor.
How do you feel that technology will change how advisors and clients relate in the future?
mobile.m4v | |
File Size: | 6195 kb |
File Type: | m4v |
- Tips take control of your own finances through the advancement of technology.