The Advisor Lab by CION

Episode 93: Can Advisors Deliver an Amazon-Like Experience?


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In this episode, we sit down with Linda Ding, Senior Director of Strategic Marketing at Laserfiche. Linda is all about user and client experience – and ensuring you're creating the most unique and straightforward experience possible for clients. We dive into how you, as an advisor, can continue to create simplicity in a digital world. Learn more about Laserfiche: https://www.laserfiche.com/

Follow us: https://twitter.com/sevengroupnyc

Website: https://www.thesevengroup.com/

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The Advisor Lab by CIONBy CION Investments

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