30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations
Simple, but Not Easy
00:00
How to Manage a Pre Digital Engagement With an Advisor
The investor statuses a relationship with their advisor that's built on trust. How do you manage all that to like screenscraping and that kind of thing like as far as where we feel stocked by any vendor that we may have even walked past let alone actually transacted with or unpack that for us?
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