What can wealth managers do to stay relevant?
Strategic advisor and author, David Coffaro, joins this episode of Bridging The Gap to hone in on the key focal points every advisor and team leader should be thinking about. Coffaro says that an advisor always needs to be asking the question "What's going to be meaningful to my client?"
==========================================================
Get tips and tools on how to grow a successful, technology-focused Financial Planning firm.
DOWNLOAD YOUR FREE COPY OF THE FUTURE ADVISOR: [ Ссылка ]
Want more news on how Matt bridges the gap between finance & technology, find more on the blog. [ Ссылка ]
You can follow Matt on:
Twitter: [ Ссылка ]
LinkedIn: [ Ссылка ]
Matt Reiner's New Book - Ready to be Rich
[ Ссылка ]
Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.
