Do you struggle with being able to connect with your clients? Did you know that AI enables advisors to stay in touch with their clients in any space the client chooses? Are you ready for that? In this episode, David Armstrong, Editor in Chief at Wealthmanagement.com, speaks with Stuart DePina, Chief Executive at Envestnet Data … Continue reading Ep 7- Tech Assisting Advisors Now More Than Ever — With Stuart DePina →