CEO Roundtable - Leading Through Change
As financial advisors navigate the unprecedented changes in today’s world, both personally and professionally, hear from leading fintech company executives as they discuss various relevant topics related to remote working, change management, and perseverance.
Panelists:
Adam Holt, Asset Map
Brian McLaughlin, Redtail Technology
Corey Westphal, MobileAssistant
Eric Clarke, Orion Advisor Tech
Lori Hardwick, Riskalyze
Robert Sofia, Snappy Kraken