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11. Embracing Technology to Scale Your Business with Anthony Stich

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Content provided by Seeds Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeds Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

With many modern clients walking away from legacy firms, advisors must ask themselves how they can adapt to serve their clients’ needs. Anthony Stich, a seasoned Chief Revenue Officer, Chief Growth Officer, and Chief Marketing Officer, sits down with Zach Conway and Kelsey McKenna to dive into why some advisors shy away from new technology and best practices for firms looking to embrace the digital landscape.

Technology doesn’t have to be intimidating. It is a tool to help advisors scale their business efficiently.

Connect with us:

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

Ask Zach and Kelsey a question!

  continue reading

19 episodes

Artwork
iconShare
 
Manage episode 410635173 series 3546760
Content provided by Seeds Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeds Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

With many modern clients walking away from legacy firms, advisors must ask themselves how they can adapt to serve their clients’ needs. Anthony Stich, a seasoned Chief Revenue Officer, Chief Growth Officer, and Chief Marketing Officer, sits down with Zach Conway and Kelsey McKenna to dive into why some advisors shy away from new technology and best practices for firms looking to embrace the digital landscape.

Technology doesn’t have to be intimidating. It is a tool to help advisors scale their business efficiently.

Connect with us:

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

Ask Zach and Kelsey a question!

  continue reading

19 episodes

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