))
Solving the advice technology puzzle
Manage episode 326851653 series 3321141
Content provided by Tahn Sharpe and Professional Planner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tahn Sharpe and Professional Planner 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.
Advisers that can harness the benefits of advice technology are positioning themselves for sustainable growth, but the road to efficiency is paved with potholes. How can advice businesses future proof themselves by adopting the kind of technology that will work for their practice and their clients?
…
continue reading
10 episodes
Share
