With many modern clients walking away from legacy firms, advisors must ask themselves how they can adapt to serve their clients’ needs.
Anthony Stich, a seasoned Chief Revenue Officer, Chief Growth Officer, and Chief Marketing Officer, sits down with Zach Conway and Kelsey McKenna to dive into why some advisors shy away from new technology and best practices for firms looking to embrace the digital landscape. Technology doesn’t have to be intimidating. It is a tool to help advisors scale their business efficiently.
