Harness Your Online Presence – The Preeminent Financial Advisor Podcast – Episode 19
Harness Your Online Presence – Episode 19 There’s no question that many affluent investors are increasingly turning to technology as an essential part of their investment journey. That means they’re looking to you—their advisors—to offer tech-enhanced access to information, insights and communication. That said, the desire for technology can vary greatly depending on the types […]