CEO + Advisor Roundtable: Advisor Roundtable 3.0: What’s Working - Advisor Panel on Implementing Tech Integrations
The series finale of the CEO Roundtable shifted the focus of the conversation to the application and tools financial advisors are finding helpful after transitioning their business to remote work.
In this session, leaders from top financial technology companies, as well as advisors using these systems, discussed what they’re seeing in financial advice delivery and how they’re positioning their firms to create more streamlined technology enablement.
The final fintech roundtable included:
Alison Susko, Asset Map
Brian McLaughlin, Redtail Technology
Corey Westphal, MobileAssistant
Kelly Waltrich, Orion Advisor Tech
Justin Boatman, Riskalyze
Alicia Howard, Snappy Kraken