Reed Colley on the Importance of Providing Advisors with the Right ToolsReed Colley on the Importance of Providing Advisors with the Right Tools

 


Reed Colley, chief executive officer and co-founder of Summit Wealth, knows how challenging it is for advisors to keep up with changing best practices when it comes to technology. Here he explains how his system of customized reporting can help advisors focus on helping clients develop plans that look at their wealth in a holistic way, connecting their wealth to their values and guiding them in creating a life that connects the two.