The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective.
These are people in the financial advisory ecosystem who are doing interesting things, or working on interesting problems that advisors face, and we’re betting you have not yet heard of many of them.
The founder of Snappy Kraken discusses how technology has changed everything about how prospective clients see advisors, even if they don’t use any digital marketing platforms themselves.
The founder and CEO of Altruist explains why the current state of advisory technology needed a kick to bring it closer to what advisors, and clients, expect.
