#13: Insights on Providing Holistic Financial Advice in Wealth Management
Experts advise on how having the right technology in place for scaling financial planning and insurance and annuities help advisors create a holistic wealth management experience for their clients.
Kyle Fleming | Sr. Manager, Product Development, SS&C Advent
Ted Denbow | VP & Head of Sales, RightCapital
Ross McGoodwin | Regional VP of Member Success, DPL Financial Partners