cover of episode Technology & the Advisor-Client Relationship

Technology & the Advisor-Client Relationship

2022/11/29
logo of podcast Advisor Revelations

Advisor Revelations

Shownotes Transcript

Hear from Steve Leivent, SS&C SVP & Co-General Manager, and David Lau, DPL Founder and CEO, as they discuss the Advent Insurance Marketplace, how technology has transformed the client-advisor relationship, and how Black Diamond plans to elevate the experience to a new level in the future for advisors.