Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.
| | | Q: What advice would you give to advisors about getting tech buy-in from other team members? A: “That early adopter needs to work with the technology provider to build real case studies about how [the tech] helped them either manage better portfolios or generate better prospects or in some way improve their business, and use themselves as a case study,” says MyVest CEO Anton Honikman. | |
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