The Preeminent Advisor Audio Podcast

Is Your Tech House in Order? – Episode 20


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Financial technology is a hot-button issue for many advisors as they attempt to offer tech that investors want and value, while also not going overboard with “bells and whistles” that clients are likely to ignore. Given how rapidly the tech landscape changes, that can be a tall order.

With that in mind, here’s a look at some of the ways today’s affluent clients view fin-tech.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

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The Preeminent Advisor Audio PodcastBy CEG Worldwide and CEG Insights