In this very insightful and engaging episode, BUNKR co-founder and CEO Kurt Long talks about the evolution of the wealth management space and how the relationship between advisor and client is becoming tighter as clients are demanding more intimacy, dedication, personal focus and instantaneous communication. This trend is a great opportunity for advisors to be the hub of their client’s professional relationships. With that comes the responsibility of offering a secure environment and privacy.
Learn more about Zephyr
Learn more about BUNKR
0 comments
Hide comments