Between Meetings With Matt Heine
Ep 5: Harnessing technology as a point of difference - Chris Ridd
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:21:32
- Mais informações
Informações:
Sinopse
Hear why advisers should be embracing technology to take advantage of their data set and improve client engagement from Chris Ridd, CEO of My Prosperity. Chris and Matt also explore how advisers can evaluate new technology to make sure it fits their ecosystem.