Gaining Perspective

The most successful advisory firms are building their technology framework around their optimal client and the experience they want to deliver to that client. What’s most important when designing an experience is considering how it adds value to the advisor-client relationship.

Show Notes

The most successful advisory firms are building their technology framework around their optimal client and the experience they want to deliver to that client. What’s most important when designing an experience is considering how it adds value to the advisor-client relationship.

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.