How can technology create more meaningful time for advisors and clients?
Our VP of Technology Strategy & Execution, Rich Whalen, joined Chip Kispert on the Beacon 1% Better Everyday podcast to discuss how thoughtful technology strategy can help advisors work more effectively, strengthen adoption, and stay focused on what matters most: client relationships.
In the conversation, Rich shares perspectives on:
• Why “return of time” matters more than traditional ROI
• How firms can approach AI intentionally and responsibly
• Why advisor-first technology strategy matters
At Equity Services, Inc., we are committed to delivering innovative technology solutions that help advisors grow their practices and better serve clients.
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