Here's How To Talk Money With Your Family (Rewind Episode)
The Stacking Benjamins Show
00:00
The Advisor to Client Experience
The app is a tech-enabled dashboard, where an advisor can sit down with a client and walk through a simple survey process. It's getting to the heart of how a client makes decisions," says Kristin D'Antonio. "So it's really about that client experience"
Play episode from 46:33
Transcript
