The world seems be moving too fast for traditional advisory companies to keep up. We find ourselves trapped in a Flintstones cartoon with our clients demanding a Jetsons experience. Times are indeed tough and great decisions are hard to make, but here are a few questions which can help you reduce the risk of failure when choosing advisory technology.
Using his campervan as a metaphor, we explore the humans stories and perspectives of wealth management with end-clients, advisors and leaders, hosted by Doug Fritz, CEO & Founder of F2 Strategy.
You can also listen on Google Podcasts + Apple Podcasts.