Stay tuned for new insights on productivity solutions and technology-driven efficiency in wealth advising on WealthStack The Podcast's latest episodes.
| John Spyers CIO and CTO at Buckingham Wealth Partners |
| | John Spyers, chief information and technology officer at Buckingham Wealth Partners, talks about how productivity solutions are resulting in real ROI for firms. |
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| Urs Bolt, a well known financial mentor and coach, talks about what’s driving this shift on advisors increasingly relying on technology to become more efficient and streamline operations. |
| | Urs Bolt Financial Mentor and Coach |
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