Insights on Providing Holistic Financial Advice in Wealth Management

Tech It Up
03/01/2023 34 min
Insights on Providing Holistic Financial Advice in Wealth Management

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Episode Synopsis

During this podcast episode, Ted Denbow, Vice President & Head of sales at RightCapital, Ross McGoodwin, Regional VP of Member Success from DPL Financial Partners, and Kyle Fleming, Senior Manager of Product Development at SS&C Black Diamond, discuss insights into their integrated collaboration. They also provide expert advice on how having the right technology in place for scaling financial planning and insurance and annuities helps advisors create a holistic wealth management experience for their clients.

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