#ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE

The post #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE appeared first on and was written by Craig Iskowitz. “As someone who operates a wealth management firm in the independent space, when it comes to technology, I feel it’s all sort of racing to average.” –Toussaint Bailey, CEO, Enso Wealth How can financial advisors break out of the race to an average technology stack and avoid creating a bland client experience? Is it possible […] The post #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE appeared first on and was written by Craig Iskowitz.

Episode metadata supplied by the publisher feed · Published Aug 20, 2020

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