Episode Synopsis "Transforming client-advisor meetings with Corey Westphal"

Corey Westphal of MobileAssistant joins to discuss the practice management challenges facing advisors across efficiency, FinTech adoption, compliance, and more (6:14 - 21:48); how MobileAssistant is transforming client-advisor meetings (21:54 - 36:55); and demo the MobileAssistant solution in a new segment “You Got 5” (37:02 - 42:58).  Follow and learn more about MobileAssistant:https://twitter.com/MobileAssistant https://mobileassistant.usStay up to date with the show, Tony, and Tom on Twitter:https://twitter.com/ThePlanningDeskhttps://twitter.com/anthonystichhttps://twitter.com/BurmeisterTom

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