The Future of Tech for Financial Advisors
I had such a good time working with Paul Thompson to bring you The Future of Tech for Financial Advisors podcast. Here are Paul's words introducing the program.
🎥 THE FUTURE OF TECH FOR FINANCIAL ADVISORS (With Keena Pettijohn)
Meet Keena Pettijohn, strategic consultant and CEO of Lifelogixs with over 30 years experience in the wealth management industry. She believes in holistic technology solutions to really hone in on the individual needs of her clients, and wants to show you how to stay relevant for your clients too.
In this interview you will learn:
👉 Can an advisor be more of a life coach
👉 What are holistic technology solutions
👉 How to stay relevant as a financial advisor
👉 How to find and break patterns
👉 Keena's top tips for growing a practice now
Thanks again to Keena for joining us in this interview.