Скачать или смотреть Advisor Technology To Improve Client Experiences | Matt Reiner Finance & Innovation Vlog

In this weekly vlog, Matt talks about the array of technology available to financial advisors that can help them facilitate better experiences with clients.
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Get tips and tools on how to grow a successful, technology-focused Financial Planning firm.

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Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.