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Transforming client-advisor meetings with Corey Westphal
Episode 414th April 2021 • The Planning Desk • Anthony Stich, Tom Burmeister
00:00:00 00:44:55

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Shownotes

Corey Westphal of MobileAssistant joins to discuss the practice management challenges facing advisors across efficiency, FinTech adoption, compliance, and more (6:14 - 21:48); how MobileAssistant is transforming client-advisor meetings (21:54 - 36:55); and demo the MobileAssistant solution in a new segment “You Got 5” (37:02 - 42:58). 

 

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https://mobileassistant.us

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