Technology & the Advisor-Client Relationship

29/11/2022 23 min Temporada 2 Episodio 30
Technology & the Advisor-Client Relationship

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.