Leveraging Technology to Gather Assets

15/03/2024 1h 3min Episodio 36
Leveraging Technology to Gather Assets

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Episode Synopsis

In this episode we discuss leveraging technology to enhance the client experience, engender trust, optimize client discovery, identify next best actions, and strike a balance between high-tech and high-touch. Our guests include Jonathon Allen, President of Wescom Financial Services, and Scott B. Wilkins, VP of Ameriprise’s Advisor Business Development Group