This just in: CEO Chris Shuba in Financial Planning

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.