Gadget Girl: The case of demystifying workflows
November 20, 2017 @ 11:26 am
For today's case, Gadget Girl infiltrates Redtail U to find out how they have flipped the script on process and workflows by creating a great training program for advisers and their support staff.
Advisors need to embrace the technology necessary to effectively engage the millennial clients set to be on the receiving end of the greatest wealth transfer in history. Here are four tech practices you can use now to transform your business and connect meaningfully with not only millennials, but clients of all ages.