Today's discussion will include:
- How advisors are positioned to add value for their clients through estate planning technology
- How to implement these technologies in the most efficient ways possible
- The types of advisors that can benefit from a relationship with an Insourced CIO
- What sorts of resources and tools an Insourced CIO can provide
- Plus much more
If you haven't heard this episode yet, it's a great place to dive in! Just click the play button above or find it on your favorite podcast app.