Anthony Stich, chief revenue officer at Entrustody, explains how the right technology is the key to building a more efficient practice.
Anthony Stich, chief revenue officer at Entrustody, has seen how breakaway advisors struggle with the same technology issues they experienced in the wirehouse environment. Here, he explains how choosing technology that makes everyday tasks such as onboarding and account funding more efficient can free advisors up to spend more time where they want to spend it—in front of their clients.
