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Advisory clients need to implement, but not over-use, modern technology
سلسلة مؤرشفة ("تلقيمة معطلة" status)
When? This feed was archived on April 07, 2022 07:46 (). Last successful fetch was on May 31, 2021 06:07 ()
Why? تلقيمة معطلة status. لم تتمكن خوادمنا من جلب تلقيمة بودكاست صحيحة لفترة طويلة.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 238251942 series 1065351
Lauren Pearson of HT Somerset and Jim Ewing of Ewing/Cona Wealth Management acknowledge that financial-advisory technology is changing rapidly, and that while technologies can give clients more and better control of their money, too much tech can create paralysis-by-analysis and other problems. In this rebroadcast of a podcast from January, the two veteran advisers discuss how they integrate fin-tech with their clients.
99 حلقات
سلسلة مؤرشفة ("تلقيمة معطلة" status)
When? This feed was archived on April 07, 2022 07:46 (). Last successful fetch was on May 31, 2021 06:07 ()
Why? تلقيمة معطلة status. لم تتمكن خوادمنا من جلب تلقيمة بودكاست صحيحة لفترة طويلة.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 238251942 series 1065351
Lauren Pearson of HT Somerset and Jim Ewing of Ewing/Cona Wealth Management acknowledge that financial-advisory technology is changing rapidly, and that while technologies can give clients more and better control of their money, too much tech can create paralysis-by-analysis and other problems. In this rebroadcast of a podcast from January, the two veteran advisers discuss how they integrate fin-tech with their clients.
99 حلقات
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