The WealthStack Podcast: Is it the Year of Advisor Productivity?
The chief marketing officer of Docupace details what to look for when introducing new technology to a business to fill gaps in productivity.
Source: wealthmanagement.com
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WealthStack Podcast: Engage the Unengaged With Santiago Burridge
On the WealthStack Podcast, Santiago Burridge, the CEO and co-founder of Lumiant, talks about what is driving innovation around advice engagement.
Source: wealthmanagement.com
The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski
In the WealthStack podcast, Shannon Rosic and Davis Janowski discuss technology’s role as a driving force for success in wealth management.
Source: wealthmanagement.com