How advisors are using technology to help clients

from Portfolio Intelligence Podcast Hosted by John Bryson, Brendan Barca

Smart use of technology and social media is critical for investment professionals to help clients and grow their business. Brendan Barca, a coach, speaker, and consultant at Brendan Barca Solutions, teaches advisors how to seamlessly enter the digital age through live workshops, webinars, and online courses. In this episode, investment professionals can learn how to work with clients remotely and effectively with tools such as Zoom, WebEx, Google, and LinkedIn.

Episode details come from the podcast's RSS feed.

Embed this episode

Attribution link and audio player

Ready to play

How advisors are using technology to help clients

0:00 20:01

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

The Course Mentors Podcast The Course Mentors Hey there, future course creator! Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon! Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks. No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself. Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently asked questions

How long is this episode of Portfolio Intelligence Podcast?

This episode is 20 minutes long.

When was this Portfolio Intelligence Podcast episode published?

This episode was published on October 12, 2021.

Can I download this Portfolio Intelligence Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.