About the Episode

The most successful advisory firms are building their technology framework around their optimal client and the experience they want to deliver to that client. What’s most important when designing an experience is considering how it adds value to the advisor-client relationship.

Show notes

Here are some articles about new advisor recruiting (a topic discussed in this podcast) that have appeared in our publication: The State of the CFP Board Registered Financial Planning Programs, Are Wirehouses Paving Their Own Pathway to Independence? and The Five Challenges Facing Advisors in 2019.

Christina Townsend, head of Advisor Solutions Platform Strategy at Pershing

For more information about Pershing, you can go to its web site.