Sometimes it's easy to take for granted how big of a role technology plays in a financial advisor's ability to serve his or her clients. While we occasionally wax nostalgic for "simpler times" there are very few of us who would go back to doing business the way we did back in the 1990's or even the early 2000s.
As I mentioned in the preview video above, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!