The Risk of Advisor Complacency Featuring Aaron Klein (Ep. 20) -

The Risk of Advisor Complacency Featuring Aaron Klein (Ep. 20)

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Today’s fintech solutions are improving financial professional productivity by rethinking how they integrate technology available. And yet, advisors are telling us that they’re using legacy tools that are 5, 10 and 20 years old. Consider how this complacency is going to snowball as we move into digital-first consumer expectations. In this episode, Adam Holt & … Continue reading The Risk of Advisor Complacency Featuring Aaron Klein (Ep. 20) →

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