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Episode 12 – Text Clients in Real-Time With a Compliant Solution – With Brian McLaughlin of Redtail Technology
Do you know how to use technology to communicate with your clients regularly while also freeing up your valuable time? In this episode, Tim Welsh, president...
Ep 11 – A Disrupter in the Wealth Management Tech Industry – With Oleg Tishkevich of INVENT.us
Cloud-native technology is making an undeniable impact on the transformation of the wealth management technology industry. In this episode, Tim Welsh,...
Ep 10 – RPA is Tying Your Documents Together — With Linda Ding
Is technology becoming more of a hindrance than a help? Are you looking for something to tie all your document-centric processes together so you have...
Ep 8 – Tech Opportunities for Today’s Advisors –– With Michelle Feinstein
With everything going on in the world today, are you struggling to choose the platform right for you? Find a partner to help you navigate the digital...
Ep 7- Tech Assisting Advisors Now More Than Ever — With Stuart DePina
Do you struggle with being able to connect with your clients? Did you know that AI enables advisors to stay in touch with their clients in any space...
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