
Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack With Jon Henderson
Financial Advisor Success
Technologies for Better Client Communication and Understanding
This chapter discusses various technologies like Advice Pay, FP Pathfinder, and Asset Map that help with client communication and provide a better understanding of clients' financial situations. They highlight the benefits of using these tools for onboarding new clients, conducting productive meetings, and ensuring nothing is overlooked in the planning process.
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.