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Episode 84 – Make Your Clients the Hero of the Story – With Kristian Borghesan

Power Your Advice

English - May 13, 2022 12:00 - 15 minutes - 18.2 MB
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Previous Episode: Episode 83 – Growing Your Practice Through Tax Planning – With Chris Field
Next Episode: Episode 85 – A Suite of Apps That Can Transform Your Business – With Gerry Murphy

Kristian Borghesan is the Vice President of Marketing and Growth at FutureVault, an industry-leading provider of secure document exchange and Digital Vault solutions for the financial services industry that enables institutions, advisors, and clients to manage information better, together.  Doug and Kristian sat down at the T3 Advisor Conference and talked about how technology can enable … Continue reading Episode 84 – Make Your Clients the Hero of the Story – With Kristian Borghesan →