Financial professionals and fintech don’t usually hold the rosiest of relationships. Some financial pros view fintech as a threat to their existence. But in reality, they need fintech to continue being effective planners. We’re closing in on a do-or-die time for financial professionals.
Maximizing business growth for financial professionals doesn’t just happen out of luck or goodwill. First and foremost, you have to be proactive to achieve business growth. But you also must be candid …
The alarm clock springs to a crescendo at 6:00 AM. Groggy and discombobulated, the financial professional rises from bed.