Power Your Advice

Episode 160 – Empowering Your Employees While Improving the Client Experience with Robert Gorman

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Robert Gorman is the Co-Founder and Chief Operating Officer of Apollon Wealth Management. Apollon works with multiple leading custodians to select the optimal mix of products and services for each investor. With their commitment to providing the highest level of personal service, Apollon Wealth elevates wealth management to a higher standard.

In this podcast, Doug and Robert discuss the partnership between Apollon Wealth and Practifi and how the utilization of technology and the Practifi platform can improve the client experience. 

They also discussed:

  • The growth and journey of Apollon Wealth 
  • Utilizing technology to not only empower your employees but also improve the experience with your clients
  • Making a match looking around at other FinTech companies to what was important to Apollon Wealth
  • The factors that were important to Apollon Wealth when looking for the right partner and why Practifi was chosen
  • How the abilities of the Practifi platform have benefited Apollon and its clients

    •  

    Resources: 

    Apollon Wealth

    Practifi

    Source

    ...more
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