Sign up to save your podcasts
Or
Share Transforming client-advisor meetings with Corey Westphal
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Transforming client-advisor meetings with Corey Westphal
Corey Westphal of MobileAssistant joins to discuss the practice management challenges facing advisors across efficiency, FinTech adoption, compliance, and more; how MobileAssistant is transforming client-advisor meetings; and demo the MobileAssistant solution in a new segment “You Got 5”.
View all episodes
By Anthony Stich, Tom Burmeister
5
44 ratings
Corey Westphal of MobileAssistant joins to discuss the practice management challenges facing advisors across efficiency, FinTech adoption, compliance, and more; how MobileAssistant is transforming client-advisor meetings; and demo the MobileAssistant solution in a new segment “You Got 5”.