Rich Cancro, founder and CEO of AdvisorEngine, explains how technology can help advisors improve client experience, increase revenue and enhance operational excellence.
Reed Colley, chief executive officer and co-founder of Summit Wealth, discusses how advanced technology and improved platforms can better serve advisors and clients.
Steward Partners CEO and founding partner Jim Gold revisits the series to discuss the firm's evolution and growth, plus being the first to sign on to the Goldman Sachs custodial platform, and more.
