From WealthTech’s effect on Advice to Survival of the “Most Authentic”
Owner & Commentator at Inside Information
President of T3 Technology Tools for Today & Producer of Annual T3 Survey & Advisor Conference
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes on how to best evaluate tech tools and software, and discuss what important traits the Financial Advisor of the Future must have to survive. You’ll also hear not one…but TWO Big Reveals in this episode.
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