The Advisor Lab by CION

Episode 98: Shifting to a Proactive Mindset When it Comes to Client Communications


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In this episode, we sit down with Larry Shumbres, who recently joined Presults, the AI-powered compliance platform as CEO. Larry has an extensive background in fintech – helping launch and grow a number of tools at Totum Risk, Evestment, eMoney in more. Presults is doing some incredible work in the space and I wanted to pick Larry's brain on how advisors can continue to stay proactive with clients while maintaining clarity and cohsiveness internally and with their compliance partners.
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The Advisor Lab by CIONBy CION Investments

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