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MarketCounsel Summit Series: The Most Important Data Questions Advisors Are Not Asking—with George Svagera
Top Advisor Marketing Podcast
English - December 15, 2018 15:00 - 22.5 MB - ★★★★★ - 34 ratingsTechnology Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Next up on the MarketCounsel Summit series is keynote speaker George Svagera of Orion. Fresh off the stage, George is here to address advisors’ biggest pain points with data and technology.
George has worked with a lot of advisers who went through the evaluation process for an operating system, made a decision, and then six months later they’re seeking out different providers. In this episode, George explains how advisors can get it right the first time and make a decision that sticks. Tune in now to learn more!
Resources: Orion Advisor Services