by Christopher Norton | Oct 27, 2020 | Christopher, Podcasts
From time-to-time we like to highlight resources that we believe may truly be of value to financial advisors. We’ve all used transcription services before, and most of them are garbage. Our guest today, Corey Westphal of Mobile Assistant, claims to not only have a...
by Christopher Norton | Jul 28, 2020 | Christopher, Podcasts
Companies spend (tens of) thousands of dollars to launch new products. But what if you are a financial advisor and want to launch a new product of your own? Whether it is a new investment strategy, financial planning tool, or service, HOW can you conduct a product...
