Digital Event Replay: Morningstar Fintech Showcase
Our CEO, H. Adam Holt, presented at the Morningstar Fintech Showcase on the impact advisor technology has recently made helping advisors communicate with their clients.
He shared how tech helps advisors:
Make better decisions contextually
Facilitate more meaningful conversations
Create intentionality behind their decisions
Click here to watch his one-minute clip and scroll down for another segment from the event.