Podcast: “The Dynamics of Innovation in Wealth Management Technology with Reed Colley”
Empowering advisors with the holistic financial insights and streamlined workflows that personalize client experiences
Featured Contributor:
In this episode of WealthTech on Deck, Reed Colley joins host Jack Sharry to discuss the importance of understanding the needs of advisors and their clients, the process of turning ideas into tangible solutions, and the role of innovation in driving better client experiences. He also highlights the value of listening to advisors and digging deeper to solve their pain points, ultimately creating a platform that combines digital and human advice to empower advisors and enhance client outcomes.
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