Listen "Leveraging Technology to Gather Assets"
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
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ZARZA We are Zarza, the prestigious firm behind major projects in information technology.