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.
All content for Wealthies Circle is the property of WealthManagement.Com and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Wealthies Circle Podcast: Bringing the Sexy Back to the Back Office
Wealthies Circle
32 minutes 37 seconds
2 years ago
Wealthies Circle Podcast: Bringing the Sexy Back to the Back Office
One of the most talked about advisor technology innovations lately is in workflow automation so that advisors can finally begin to scale for wealth management. The key to success in this approach is all about data management and integrated applications. Learn from these experts on how you can streamline your infrastructure for fast growth with … Continue reading Wealthies Circle Podcast: Bringing the Sexy Back to the Back Office →
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.
