
Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack With Jon Henderson
Financial Advisor Success
Benefits of Using a High-Tech Advisory Firm
They discuss the advantages of using a high-tech advisory firm, such as avoiding additional costs and fees, having a primary trader on staff, and using the Pontera platform to manage 401k accounts. They emphasize the value of actively managing clients' accounts and doing business the right way.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.