Transforming client-advisor meetings with Corey Westphal | Episode 4

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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