As we think about productivity in wealth management, there’s no shortage of tools that can help advisors get more done in less time.
But as they strive to compete and grow in an evolving landscape, how can advisors create more value for clients by spending their time where it really counts?
In this episode, Natalie Wolfsen, CEO of Orion, joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to dive into this question.
Listen as they explore: