Podcast: “Embracing Technology for Next-Level Wealth Management With Reed Colley”
Keeping pace with the evolution of wealth management, technology, and client expectations
Featured Contributor:
On this episode of The Customer Wins, host Richard Walker sits down with Reed Colley to discuss the recent evolution in wealth management thanks to the rise of new technologies and the changing demands of clients. Unfortunately, many of the legacy systems that have been in use for decades have not kept up with these changes, leaving advisors struggling to meet the needs of their clients. Discovering this challenge, Reed shares his journey of creating a platform to replace these outdated systems to offer greater efficiency and growth.
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