EPISODE · Jan 19, 2022 · 1H 4M
Using Tech to Improve Client Onboarding
from CE Drive with Jason Watt · host cedrive
Advisor and FinTech entrepreneur Brandon Chapman joins Jason for a discussion of how Brandon built a tech tool to simplify client onboarding. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: MEET JANE SaaS Wealth AdvisorFlow SFU Alumni Association Communication Essentials for Financial Planners: Strategies and Techniques
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Using Tech to Improve Client Onboarding
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This episode is 1 hour and 4 minutes long.
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This episode was published on January 19, 2022.
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