Modernizing Financial Advice with Ritik Malhotra
Nov 09, 2023•31 min•Season 1Ep. 109
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
This episode explores how technology can be used in wealth management to improve financial advisors' relationships with their clients.
For the best experience, listen in Metacast app for iOS or Android