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Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack With Jon Henderson

Financial Advisor Success

CHAPTER

The Evolution of Success and Balancing Technology and Personal Service in the Advisory Business

The chapter explores the evolution of John Henderson's definition of success as his career has progressed, as well as the balance between technology-driven solutions and high-touch, concierge-level services in the industry. John Henderson shares his experience of running an advisory firm that strives to be both high tech and high touch, emphasizing the importance of maintaining a human touch in client interactions.

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