E21: Leveraging Technology with Bill Haase
Retirement strategist and financial literacy expert Bill Haase joins me to discuss the future of technology, how we can leverage it in our favor, and the importance of using specialists.
Why is your firm adding consulting services?
What do these terms mean and how do they work?
E20: Why is your firm adding consulting services?
If your firm is adding consulting services to boost top line revenue, you might be making a bad problem worse.