Leveraging Technology With Guest Ben Goss
The Perfect RIA
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The Achilles Heel of Financial Advice
Ben: We're doubling down on our investment in dynamic planner every year because we see the power of advisors enabled with great technology. Matt: The Achilles heel of the industry is the number of clients that you can profitably serve. Ben: Why shouldn't financial planning be engaging? Why shouldn't it be interesting, both not just to the customer, but to the advisor?"Matt: I think Dan Sullivan probably has a bit of a role to play in this."
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