As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today's episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impact, and how by utilizing technology, not only does it provide more value to your clients, but it frees up more of your time as well.
Encore Episode: Leveraging Technology With Guest Ben Goss
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Ben Goss: Website | LinkedIn
