Скачать или смотреть How To Predict The Best New Tech For Clients | Financial Advisor Growth Advice

In part 4 of this video series, Matt Reiner talks about innovation for financial advisors. As a growing wealth management advisor or firm, you can skip the guesswork and make smart decisions by making small tech integrations that allow you to:
Focus on client segmentation by finding people with common situations and goals.
Evaluate and match innovation with client groups.
Drop your thoughts or questions in the comments below and share how you use tech to innovate your approach to growth and client management.
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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.