The Planning Desk Episode 4 | Transforming client-advisor meetings with Corey Westphal

April 14, 2021

Corey Westphal of Mobile Assistant joins The Planning Desk to discuss the practice management challenges facing advisors across efficiency, FinTech adoption, compliance, and more; how MobileAssistant is transforming client-advisor meetings; and demo the MobileAssistant solution in a new segment “You Got 5”.

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