Retirement Tax Services Podcast
Business:Investing
Steven is joined by the CEO of Asset Map, Adam Holt, to talk about the cross-section of technology and financial planning. Their conversation covers the evolving tech space but also dives into where Advisors can deliver the most value to their clients, regardless of what software they might be using. This wide-ranging conversation provides great insight into where the Advisors biggest impact on their clients can come from.
http://bit.ly/3kDh4zh
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