During this interview, you will hear a short clip on what Joel believes are innovations you need to have in your firm.
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More to come at the 2019 T3 Advisor Conference!!!
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INTERGEN DATA DEMO – 2018 T3 ENTERPRISE CONFERENCE
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https://capture.dropbox.com/InRjgq6tqYZQZRaE
Financial Planning’s : In|Vest West Conference
Digital Engagement – Post Account Opening Panel Discussion
Host – Jud Mackrill
Panelist…
Using AI to Understand Clients (Investment News Interview)
Investment News Interview on InterGen Data and the role of AI for the Advisor