In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers.
The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience.
The pair discuss:
In this episode of The ifa Show, host Maja Garaca Djurdjevic and Eugene Ardino, CEO of Lifespan Financial Planning, ...
In this episode of The ifa show, host Maja Garaca Djurdjevic and Matt Esler, co-founder and co-CEO of Padua, explore how ...
In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at ...
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