Welcome to the Wealthies Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.
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Welcome to the Wealthies Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.
A Look Into 2022 for Financial Advisors with John Pierce of Cetera
Wealthies Circle
20 minutes
3 years ago
A Look Into 2022 for Financial Advisors with John Pierce of Cetera
As we approach the new year, many firms are both taking a look back and leaning into the future and setting plans for 2022. In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by John Pierce, head of business development at Cetera Financial Group to talk about what his firm is doing … Continue reading A Look Into 2022 for Financial Advisors with John Pierce of Cetera →
Wealthies Circle
Welcome to the Wealthies Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.
