Q&A: H. Adam Holt, Founder and CEO of Asset-Map
Now in its fourth year, virtual advisor technology conference AdviceTech.Live returns.
Source: wealthmanagement.com
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AdviceTech.Live Proves Virtual Conferences Have Staying Power
Despite delays and glitches, the third-annual AdviceTech.Live event raises $32,000 for financial planning-related organizations.
Source: wealthmanagement.com
Keep the focus on clients, not profits, with your tech stack
Advisers should offer exciting technology tools in their tech stack, while also emotionally connecting with clients, according to experts.
Source: investmentnews.com