Clients are concerned about the markets and economy. Advisors are adjusting to working from home, with kids and spouses around. So how can you prioritize which clients to talk with and the most impactful topics? Dave Bruno of NVISO is on the show to share the digital platform they’ve built, Insights ADVISE, which is powered by AI software to help advisors build more meaningful client relationships and gain deeper insights into their clients need and wants.
Show notes, episode transcript and demo webinar at https://innovatingadvice.com/episode20).