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Building the Firm of the Future with Colin Overweg
Colin Overweg, Founder and CEO of Advize Wealth Management, joins me on today’s episode of Bridging The Gap. Colin shares his unique ways of leveraging social media to gain new clients and help the younger generation learn about the financial industry. He also discusses the pros and cons of working remotely, technology innovations, and how he leans in heavily on robo-platforms to help clients. Colin is building the firm of the future, and shares how innovation is help him do just that.
Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:
www.mattreiner.com
YouTube
Mentioned in this episode:
Benjamin
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By Matt Reiner
4.7
1313 ratings
Colin Overweg, Founder and CEO of Advize Wealth Management, joins me on today’s episode of Bridging The Gap. Colin shares his unique ways of leveraging social media to gain new clients and help the younger generation learn about the financial industry. He also discusses the pros and cons of working remotely, technology innovations, and how he leans in heavily on robo-platforms to help clients. Colin is building the firm of the future, and shares how innovation is help him do just that.
Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:
www.mattreiner.com
YouTube
Mentioned in this episode:
Benjamin
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