E08 | Using Technology to be a better CFP®
from 4FP Financial Planner Client Cultivation & Marketing Hosted by 4FP Agency
Amy Hubble of Radix Financial uses technology to improve her client relationships. She uses a system called Trizic. It helps her gain insight into her client's finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients. I like it.
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Frequently asked questions
How long is this episode of 4FP Financial Planner Client Cultivation & Marketing?
This episode is 23 minutes long.
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This episode was published on September 21, 2016.
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