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How to Close Clients Faster with Technology

Jeremi Karnell
Aug 28, 2019

In this episode, Mike Langford  is joined by Andy Ambrose, co-founder & President of Liveoak Technologies to explore how the use of compliant and secure video conferencing coupled with digital signatures and identity verification is transforming the speed of business for wealth management and other financial services firms. Imagine how much better your business would be if you could completely eliminate the need for client paperwork and the constraint of meeting in person for transactional tasks? Liveoak Technologies is making that world possible.

Audio Stream

It is around 45 minutes and you may stream it on Alexa, iTunes, SoundCloud, Stitcher, and TuneIn.

Video Overview

Valuations Video Update Episode 20

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

Also, check out:

Episode 13 - Using Social Media to Increase Your Valuation with Victor Gaxiola

Episode 7 - Digital Transformation & Blockchain with Jeremi Karnell

Episode 4 - Firms of the Future with Shane Morrow

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