This podcast was recorded by Peter Montoya, host of the upcoming TechLeaders conference, and featured our own Bart Wisniowski, CEO of AdvisorWebsites.com. TechLeaders—unlike any other event—has an agenda dedicated only to presenting the technology solutions that turn challenges into opportunity for the broker-dealer marketplace.
Bart and Peter discuss how the process has evolved, what advisors are looking for, and how a new series of “Executive Reportcards” are helping broker-dealers stay on top of the solutions their representatives prefer.
For more information on TechLeaders discussions and solutions visit techleadersconference.com.
You can email Loic at: email@example.com
Please Note: this article is for informational purposes only. We strongly encourage you to verify any content and information you use with your own compliance department or legal counsel.