Gaining Perspective

This is the first major market downturn experienced by most advisor technology platforms. My guest will discuss some of the unique challenges facing fintech vendors as a result of the newly enforced virtual work environment and by the sudden market correction.

Show Notes

This is the first major market downturn experienced by most advisor technology platforms. My guest will discuss some of the unique challenges facing fintech vendors as a result of the newly enforced virtual work environment and by the sudden market correction.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.