In our June episode of Coffee Talks, Mark Landers, Managing Partner, Haunn Landers & Co, Louis Retief, CEO and Co-founder, Hubly, and Steven Malynowsky, Sr Product Marketing Manager at Maximizer, share insights from the financial advisory space that future-proof your practice with the strategic use of technology to:
- Enhance client relationships
- Operationalize manual processes
- Prepare for effective succession planning