cover of episode Technology, Relationships, and Disruption with Anthony Stich

Technology, Relationships, and Disruption with Anthony Stich

2020/6/1
logo of podcast Framework with Ana Trujillo Limón

Framework with Ana Trujillo Limón

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Shownotes Transcript

This week, Jamie Hopkins talks with Anthony Stich about roboadvisors, the role of technology for advisors, and the importance of continuing to build relationships with clients. Anthony is the COO of Advicent, a Milwaukee-based financial services firm.You can find show notes and other information at CarsonGroup.com/Framework.