Updated September 6, 2023, at 8:29 PM
More than 2 in 3 small business owners agree that going mobile improved the way they communicate and collaborate.
It’s the way to a better client experience. Mobility offers your clients flexibility and the convenience to access their financial planning wherever they are in the world. Not to mention the improved processes, streamlined efficiency, and ease of use that it provides to you and your firm.
Updated on December 1, 2023, at 2:58 PM Independent financial professionals have complex jobs. In a single day, financial professionals could juggle between marketing, financial planning, website management, client meetings, and data …
Financial professionals and fintech don’t usually hold the rosiest of relationships. Some financial pros view fintech as a threat to their existence. But in reality, they need fintech to continue being effective …