Listen "Technology & the Advisor-Client Relationship"
Episode Synopsis
Hear from Steve Leivent, SS&C SVP & Co-General Manager, and David Lau, DPL Founder and CEO, as they discuss the Advent Insurance Marketplace, how technology has transformed the client-advisor relationship, and how Black Diamond plans to elevate the experience to a new level in the future for advisors.
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.